Jan B. Gleisner
Professional summary
Jan Birk Gleisner, who also goes by Jan Gleisner, is a registered financial advisor currently at HAFNIA FINANCIAL, INC. located in San Diego, California.
Jan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jan Birk Gleisner's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 6, 2021 - Present
HAFNIA FINANCIAL, INC.
Office #1: 12526 High Bluff Drive Suite 300, San Diego, CA 92130November 11, 2014 - July 5, 2021
HERMES ECONOMETRICS
February 11, 2014 - December 31, 2014
BELVEDERE ASSET MANAGEMENT, LLC
February 5, 2013 - July 18, 2016
MERCURY SECURITIES, LLC
February 16, 2011 - December 31, 2013
BELVEDERE ASSET MANAGEMENT, LLC
October 28, 2008 - February 7, 2011
INDEPENDENT FINANCIAL GROUP, LLC
October 27, 2008 - February 7, 2011
INDEPENDENT FINANCIAL GROUP, LLC
April 19, 2007 - October 28, 2008
EPLANNING ADVISORS INC
April 19, 2007 - October 28, 2008
EPLANNING SECURITIES, INC.
January 1, 2004 - April 18, 2007
CETERA FINANCIAL SPECIALISTS LLC
July 15, 2003 - April 18, 2007
CETERA INVESTMENT ADVISERS LLC
January 2, 2003 - January 1, 2004
CAPITAL BROKERAGE 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
(8/20/2021)
(11/7/2023)
(7/6/2021)
Exams
Current Firm
HAFNIA FINANCIAL, INC.
CRD#: 315096 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 208 |
| AUM (Assets Under Management) | $ 37,858,865 |
Red Flags
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