Jeanni P. Harrison

AMERICAN MONEY MANAGEMENT

Rancho Santa Fe, CA 92067

Some features on this profile are disabled

CRD#: 4708192

Professional summary

Jeanni Patricia Harrison, CFP® is a registered financial advisor currently at AMERICAN MONEY MANAGEMENT, LLC located in Rancho Santa Fe, California.

Jeanni is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jeanni has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. RJ Financial Partners, LLC; Investment Related Business; 13865 Freeport Rd, San Diego, CA 92129; Financial Services; Principal; 06/2021; 1 hr per month; 0 hrs per month during trading hours; Owner of other business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanni Patricia Harrison'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®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

June 23, 2021 - Present

AMERICAN MONEY MANAGEMENT, LLC

Office #1: 14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067

RIA

CRD#: 115357

Rancho Santa Fe, CA

Past

January 16, 2015 - September 2, 2021

WEALTH QUEST PARTNERS, INC.

RIA

CRD#: 173545

SAN DIEGO, CA

Past

January 14, 2015 - November 12, 2015

HARRISON - DE CHARON, L.L.C.

RIA

CRD#: 128439

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 Terminated)

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).

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
(6/23/2021)

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

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

CRD#: 115357 / SEC#: 801-60976

RIA

Registered Investment Advisory firm - (3/4/2002 Approved)

Alaska

Registered Investment Advisory firm - (3/4/2002 Terminated)

California

Registered Investment Advisory firm - (6/25/2002 Terminated)

Oregon

Registered Investment Advisory firm - (6/18/2002 Terminated)

Texas

Registered Investment Advisory firm - (3/4/2002 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067

Mailing Address

P.o. Box 675203, Rancho Santa Fe, CA 92067

Phone number

(858) 755-0909

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,674
AUM (Assets Under Management)	$ 734,010,908

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.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeanni P. Harrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanni Patricia Harrison's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN MONEY MANAGEMENT, LLC

WEALTH QUEST PARTNERS, INC.

HARRISON - DE CHARON, L.L.C.

Primary Firm SEC Registration

AMERICAN MONEY MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

AMERICAN MONEY MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN MONEY MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors