Janon Niess, financial advisor Seattle WA

Janon Niess

CRD Number: 6709138
Current Firm: Hbc Financial Services, Pllc

Janon Niess (CRD# 6709138) is an Investment Advisor Representative working at Hbc Financial Services, Pllc in Seattle, WA and has over 6 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Harrison Berkman Claypool & Guard, Pllc Seattle, WA Jan 2021 - Current 3
Harrison Berkman Claypool & Guard, Pllc Seattle, WA Jun 2016 - Dec 2020 4
Bernston Porter Ps Bellevue, WA Oct 2015 - Mar 2016 < 1
Clark Nuber Ps Bellevue, WA Aug 2006 - Oct 2015 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Janon L. Niess
Phone Number: 206-548-5000
Registered State(s):
  • AZ
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    447
    MILLIONS
  • Total Number of Accounts
    674
    ACCOUNTS
  • Average Account Value
    $663,250
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, WA

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