# JERSIN FINANCIAL SERVICES

JERSIN FINANCIAL SERVICES of DANVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 126990
- Type: SEC-registered investment adviser
- Location: 931 HARTZ WAY, STE. 120, DANVILLE, CA, 94526
- Phone: 925-725-6750
- Latest filing: 2026-01-14
- Regulatory AUM: $78.2M
- Discretionary AUM: $78.2M
- Clients: 1
- Accounts: 52

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126990/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126990/similar
- Related entities: https://search.stillhousedata.com/firm/126990/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126990

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.