Jan Gleisner, financial advisor San Diego CA

Jan Gleisner

CRD Number: 4593724
Current Firm: Hafnia Financial, Inc.

Jan Gleisner (CRD# 4593724) is an Investment Advisor Representative working at Hafnia Financial, Inc. in San Diego, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Hafnia Financial, Inc. San Diego, CA Jul 2021 - Current 2
Hermes Econometrics San Rafael, CA Dec 2014 - Jul 2021 6
Mercury Securities, LLC San Rafael, CA Jan 2013 - Jun 2016 3
Belvedere Asset Management, LLC Newport Beach, CA Feb 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S65 NASAA Investment Advisors Law Examination Jul 2003
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.

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Contact Info for Jan B. Gleisner
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $142,829
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, LA, TX

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