Jan Zenner, financial advisor San Antonio TX

Jan Zenner

CRD Number: 846577
Current Firm: Mcnally Financial Services Corporation

Jan Zenner (CRD# 846577) is an Investment Advisor Representative working at Mcnally Financial Services Corporation in San Antonio, TX and has over 37 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fiscal Design Redwood City, CA Dec 1984 - Current 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1987
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jan I. Zenner
Phone Number: 210-545-7080
Registered State(s):
  • CA
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $158,514
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, NC, NV, TX

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