Jaylene D. Pysnik

PYSNIK FINANCIAL

Pasadena, CA 91101

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CRD#: 4668399

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jaylene Denise Savage

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 21, 2023 - Present

PYSNIK FINANCIAL, LLC

Office #1: 299 N. Euclid Ave Suite 560, Pasadena, CA 91101

RIA

CRD#: 324261

Pasadena, CA

Past

October 30, 2012 - March 22, 2023

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

PASADENA, CA

Past

October 30, 2012 - March 22, 2023

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

PASADENA, CA

Past

October 12, 2007 - November 12, 2012

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

DIAMOND BAR, CA

Past

July 24, 2003 - November 12, 2012

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

DIAMOND BAR, CA

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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 10/11/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/22/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PYSNIK FINANCIAL, LLC

PYSNIK FINANCIAL | PYSNIK FINANCIAL, LLC

CRD#: 324261 / SEC#: 801-127496

RIA

Registered Investment Advisory firm - (8/14/2023 Terminated)

California

Registered Investment Advisory firm - (8/7/2023 Approved)

Texas

Registered Investment Advisory firm - (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).

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Contact information

Main Address

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

Mailing Address

Phone number

(626) 514-1225

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 38,561,816

Red Flags

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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Jaylene D. Pysnik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PYSNIK FINANCIAL, LLC

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/11/2007

Series 63

Date: 8/12/2003

SIE

Date: 10/1/2018

Series 6

Date: 7/22/2003

Current Firm

PYSNIK FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PYSNIK FINANCIAL, LLC

TRUST BUT VERIFY

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