Wendy Paskin-Jordan, financial advisor Santa Rosa CA

Wendy Paskin-Jordan

CRD Number: 1909555
Current Firm: Paskin & Berler Capital Advisors, LLC

Wendy Paskin-Jordan (CRD# 1909555) is an Investment Advisor Representative working at Paskin & Berler Capital Advisors, LLC in Santa Rosa, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Paskin & Berler Capital Advisors, LLC San Francisco, CA Jan 2021 - Current 3
Mit Associates, LLC Santa Rosa, CA Sep 2020 - Current 3
Paskin Capital Advisors, LLC San Francisco, CA Jan 2012 - Jan 2021 9
S F Sentry Securities, Inc. San Francisco, CA May 2013 - May 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for Wendy E. Paskin-Jordan
Phone Number: 415-625-5480
Registered State(s):
  • CA
Current Firm Details
Paskin & Berler Capital Advisors, LLC
Firm's CRD Number: 160004
By the Numbers
  • Total Assets Under Management
    309
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $2,062,750
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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