JERSIN FINANCIAL SERVICES

JERSIN FINANCIAL SERVICES of DANVILLE, CA is an SEC-registered investment adviser (CRD 126990). Regulatory assets under management: $78.2M.

Registration

• CRD: 126990
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126990 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search