JASI FINANCIAL, INC.

JASI FINANCIAL, INC. of GRAPEVINE, TX is an SEC-registered investment adviser (CRD 255790). Regulatory assets under management: $5.1M.

Registration

• CRD: 255790
• Type: Registered investment adviser
• Location: 4851 MERLOT AVE STE 540, GRAPEVINE, TX, 76051
• Phone: 817-405-4109
• Latest filing: 2026-03-27
• Regulatory AUM: $5.1M
• Discretionary AUM: $5.1M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 255790 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search