Jersin Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,800,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
49
59% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$1,546,939
About
Jersin Financial Services provides investment management and financial planning to individual clients and also works with pension and profit-sharing plan clients. The firm’s brochure lists services including investment analysis, retirement planning, estate and philanthropic planning, and both tax planning and tax preparation.
The firm tailors its planning to each client’s needs and links investment decisions with personal income tax planning to address multi-year tax effects and reduce “tax drag.” For clients who do not use its tax preparation services, JFS coordinates with the client’s CPA or tax preparer, reviewing strategies and draft returns in the context of the client’s investments.
Compared with many peers, JFS emphasizes integrated income tax planning and in-house tax preparation as part of its advisory process, which the brochure describes as a way to improve after-tax returns. The firm’s inclusion of pension and profit-sharing plan clients is also a less common client segment for firms of this type, while its work spans investment, retirement, and estate planning.
Client services
Portfolio management
Income tax planing
Expertise
General retirement planning
General estate planning guidance
General tax planning
Fee options
$0 - $100,000: 1.50% $100,000 - $500,000: 1.25% $500,000 - $5,000,000: 1.00% $5,000,000+: 0.85%
Account minimum: $500,000
Main office location
Jersin Financial Services
931 Hartz Way, Ste. 120
Danville CA 94526, United States
Number of offices
1
Most active in
Jersin Financial Services has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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