Michael Janis, financial advisor San Diego CA
81 score

Michael Janis

CRD Number: 5308832
Current Firm: Madison Avenue Securities, LLC

Michael Janis (CRD# 5308832) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in San Diego, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Doffin Group, Inc., Dba Doffin Investments Torrance, CA Nov 2010 - Current 6
Madison Avenue Securities, Inc. Torrance, CA Mar 2009 - Current 7
Madison Avenue Securities, Inc. Torrance, CA Mar 2007 - Current 9
Vanclef Financial Group Santa Monica, CA Mar 2007 - Oct 2009 2
Sperry Van Ness Commercial Real Estate Los Angeles, CA Jun 2005 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Feb 2009
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael T. Janis
Phone Number: 888-627-7323
Firm Website: http://www.mas-bd.com
Registered State(s):
  • AZ
  • IN
  • NC
  • SC
  • IL
  • CA
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    3,611
    ACCOUNTS
  • Average Account Value
    $91,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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