Jw Harrison Financial, Inc.

Jw Harrison Financial, Inc. (CRD# 156845) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $90,000,000 in 300 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $300,000
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Jw Harrison Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joseph W. Harrison
CRD#: 4461940
1655 N. Main St., Suite 390, Walnut Creek, CA 94596
96
Wealthminder
score

Joseph Harrison (CRD# 4461940) is an Investment Advisor Representative working at Jw Harrison Financial, Inc. in Walnut Creek, CA and has over 7 years of experience in the finance industry. Joseph 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.

2
Bryan P. Hasling
CRD#: 6360031
1655 N. Main St., Suite 390, Walnut Creek, CA 94596
92
Wealthminder
score

Bryan Hasling (CRD# 6360031) is an Investment Advisor Representative working at Jw Harrison Financial, Inc. in Walnut Creek, CA and has over 3 years of experience in the finance industry. Bryan Hasling 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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