Paysse Jennison Financial Advisors, Paysse Jennison

Paysse Jennison Financial Advisors, Paysse Jennison (CRD# 116752) is a financial advisory firm headquartered in Mercer Island, WA. They manage $44,431,369 in 199 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $223,273
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
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.

WA

Financial Advisors at Paysse Jennison Financial Advisors, Paysse Jennison
Showing 1 - 2 of 2 top financial advisors.
1
Rachel W. Jennison
CRD#: 1213697
9311 Se 36th Street Suite 206, Mercer Island , WA 98040
96
Wealthminder
score

Rachel Jennison (CRD# 1213697) is an Investment Advisor Representative working at Paysse Jennison Financial Advisors, Paysse Jennison in Mercer Island , WA and has over 33 years of experience in the finance industry. Rachel Jennison 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
Brian E. Jennison
CRD#: 2766091
9311 Se 36th Street Suite 206, Mercer Island, WA 98040
93
Wealthminder
score

Brian Jennison (CRD# 2766091) is an Investment Advisor Representative working at Paysse Jennison Financial Advisors, Paysse Jennison in Mercer Island, WA and has over 21 years of experience in the finance industry.

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