Robert Anthony Jersin

Employer firm

Jersin Financial Services CRD 126990

$78.2M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• INCOME TAX PLANING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2003 → Present
  Jersin Financial Services
  Danville, CA

Other Businesses

JERSIN FINANCIAL SERVICES, INC. NOT INVESTMENT RELATED, 300 TOPEKA PL., DANVILLE, CA, INCOME TAX PREPARATION (CPA). PRESIDENT. THIS IS THE SAME ENTITY AS THE INVESTMENT ENTITY. STARTED 4/2003. DEVOTE 50% OF TIME TO THE TAX BUSEINSS AND THE REMAINDER TO THE INVESTMENT BUSINESS. 90 HOURS PER MONTH TO EACH, AND 4.5 HOURS PER DAY TO EACH.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-25

Designations

• Chartered Financial Analyst

Other Names

• Bob Jersin
• Robert Anthony Jersin