Jeanni Harrison, financial advisor Rancho Santa Fe CA

Jeanni Harrison

CRD Number: 4708192
Current Firm: American Money Management, LLC

Jeanni Harrison (CRD# 4708192) is an Investment Advisor Representative working at American Money Management, LLC in Rancho Santa Fe, CA and has 1 year of experience in the finance industry. Jeanni Harrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
American Money Management, LLC Rancho Santa Fe, CA Jun 2021 - Current 2
Wealth Quest Partners, Inc. San Diego, CA Sep 2014 - Dec 2021 7
Harrison - De Charon, LLC San Diego, CA Jan 1999 - Sep 2014 15

Jeanni Harrison has no recent exams reported.
Contact Info for Jeanni P. Harrison
Phone Number: 858-755-0909
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    660
    MILLIONS
  • Total Number of Accounts
    1,595
    ACCOUNTS
  • Average Account Value
    $414,090
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, NH, NY, OR, PA, TN, TX, VA, WA

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