Robert A. Jersin
Professional summary
Robert Anthony Jersin, who also goes by Bob Jersin, Robert Anthony Jersin, is a registered financial advisor currently at JERSIN FINANCIAL SERVICES located in Danville, California.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Anthony Jersin's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 6, 2010 - Present
JERSIN FINANCIAL SERVICES
Office #1: 931 Hartz Way, Ste. 120, Danville, CA 94526October 23, 1996 - December 31, 1997
INTERFIRST CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2010)
Exams
Current Firm
JERSIN FINANCIAL SERVICES
CRD#: 126990 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 78,200,000 |
Red Flags
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