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Jaylene Denise Pysnik

PYSNIK FINANCIAL
PASADENA, CA
·CRD# 4668399·23 years experience

Professional Summary

Jaylene Denise Pysnik, who also goes by Jaylene Denise Savage, is a registered financial advisor currently at PYSNIK FINANCIAL, LLC located in Pasadena, California. Jaylene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jaylene has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jaylene Denise Savage

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

PYSNIK FINANCIAL, LLC·CRD# 324261
RIA
299 N. Euclid Ave Suite 560, Pasadena, CA 91101
March 21, 2023 - Present
INDEPENDENT FINANCIAL GROUP, LLC·CRD# 7717
RIA
Pasadena, CA
October 30, 2012 - March 22, 2023
INDEPENDENT FINANCIAL GROUP, LLC·CRD# 7717
BD
Pasadena, CA
October 30, 2012 - March 22, 2023
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Diamond Bar, CA
October 12, 2007 - November 12, 2012
CETERA FINANCIAL SPECIALISTS LLC·CRD# 10358
BD
Diamond Bar, CA
July 24, 2003 - November 12, 2012

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Current Firm

PF
PYSNIK FINANCIAL, LLC

PYSNIK FINANCIAL | PYSNIK FINANCIAL, LLC

CRD#: 324261 / SEC#: 801-127496
RIA
Registered Investment Advisory firm - SEC (8/14/2023 Terminated)
California
Registered Investment Advisory firm - California (8/7/2023 Approved)
Texas
Registered Investment Advisory firm - Texas (7/24/2023 Conditional Restricted)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

299 N. Euclid Ave Suite 560, Pasadena, CA 91101

Phone Number

(626) 514-1225

# of Employees

2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

60

AUM (Assets Under Management)

$45,165,644

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) NAME OF BUSINESS: Jaylene Pysnik (notary) INVESTMENT RELATED: No ADDRESS: 299 N. Euclid Ave, Ste. 560, Pasadena, CA 91101, United States NATURE: Insurance outside of Pysnik Financial, LLC (RIA) POSITION: Owner TITLE: Notary START DATE: 3/2023 NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 DESCRIPTION: Provide notary services to clients.
(2) NAME OF BUSINESS: Jaylene Pysnik (insurance) INVESTMENT RELATED: Yes ADDRESS: 299 N. Euclid Ave, Ste. 560, Pasadena, CA 91101, United States NATURE: Insurance outside of Pysnik Financial, LLC (RIA) POSITION: Owner TITLE: Agent START DATE: 3/2023 NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 DESCRIPTION: CA insurance agent offering various types of insurance products.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(3/21/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2007About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2003About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2003About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jaylene Denise Pysnik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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