BJ
Brett A. Janis
STRONG BRIDGE ADVISORS LLC
San Francisco, CA
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CRD#: 5531332
BJ
Professional summary
Brett Andrew Janis, who also goes by Brett Janis, is a registered financial advisor currently at STRONG BRIDGE ADVISORS LLC located in San Francisco, California.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brett has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brett Janis
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) Pro-Sapient, Investment Related, Raleigh, NC, Expert Network Company, Expert Consultant; Start Date: January 2021 - present, 0-1 Hours per month devoted (approx.. 10 hours per year), 0 hours per month devoted during securities trading, meets with clients to provide expertise; business and financial industry consulting, government consulting (government policy based on previous experience working with US Treasury) 2) Antheneum Advisory, Investment Related, Raleigh, NC, Strategy Consulting Expert Network Company, Expert Consultant, Start Date: January 2021 - present, 0-1 Hours per month devoted (approx. 10 hours per year), 0 hours per month devoted during securities trading, Meets with client to provide expertise; business and financial industry consulting, government consulting (government policy based on previous experience working with US Treasury) (3) TSX Venture - "Navigator Acquisition Corp", investment Related, New York, NY, Capital Pool Company registered in Canada focusing on the evaluation and identification of businesses and assets with a view to complete a qualifying transaction, Board of Director, Start Date: October 2022, 2-3 hours per month devoted, 0 hours per month devoted during securities trading hours, provides corporate advisory, governance, and risk advice to the board.
CRS (Client Relationship Summary) - RIA
Click below to view Brett Andrew Janis's 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®
NoneExperience
Current
September 8, 2021 - Present
STRONG BRIDGE ADVISORS LLC
RIA
CRD#: 315520
San Francisco, CA
Past
March 28, 2012 - December 31, 2012
PRISM ASSET MANAGEMENT, LLC
RIA
CRD#: 151456
NEW YORK, NY
Past
March 8, 2012 - December 31, 2014
PRISM ASSET MANAGEMENT, LLC
RIA
CRD#: 151456
NEW YORK, NY
Past
October 14, 2009 - March 8, 2012
PRISM ASSET MANAGEMENT, LLC
RIA
CRD#: 151456
NEW YORK, NY
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(9/8/2021)
IAR
Texas(12/3/2021)
Exams
Current Firm
SB
STRONG BRIDGE ADVISORS LLC
STRONG BRIDGE ADVISORS LLC | STRONG BRIDGE GLOBAL ADVISORS, LLC | STRONG BRIDGE GLOBAL ADVISORS
CRD#: 315520 / SEC#:
California
Registered Investment Advisory firm - (9/8/2021 Approved)Texas
Registered Investment Advisory firm - (11/29/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Francisco, CA
Mailing Address
Phone number
(847) 867-4590
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 111 |
| AUM (Assets Under Management) | $ 35,091,009 |
Red Flags
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