# Jersin Financial Services

> Jersin Financial Services is a state-registered investment advisory firm in Danville, CA, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 126990
- Filed as: JERSIN FINANCIAL SERVICES
- Legal name: Jersin Financial Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Danville, CA
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126990
- AdvisorCensus page: https://advisorcensus.com/firm/jersin-financial-services-danville-ca-126990

## Quick answers

**How is Jersin Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Jersin Financial Services reports these compensation arrangements: a percentage of assets under its management.

**Where is Jersin Financial Services located?**
Jersin Financial Services' principal office is in Danville, CA, according to its Form ADV.

**Is Jersin Financial Services registered with the SEC or a state?**
Jersin Financial Services is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 126990.

**How much does Jersin Financial Services manage?**
Jersin Financial Services reports $78,200,000 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Jersin Financial Services serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (20); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Jersin Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126990

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $78,200,000
- Discretionary: $78,200,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $6,100,000 |
| High net worth individuals | 29 | $69,700,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,400,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jersinfinancial.com
- Facebook @Jersin-Financial-Services-118819694890479
- LinkedIn @bobjersin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jersin Financial Services (CRD 126990): Form ADV filing data as of October 2026.