Jan Birk Gleisner

Employer firm

Hafnia Financial, Inc. CRD 315096

$49.5M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2014 → 07/2021
  Hermes Econometrics
  San Rafael, CA
• 07/2021 → Present
  Hafnia Financial, Inc.
  San Diego, CA
• 07/2018 → 02/2020
  California Wealth Management
  San Diego, CA

Previous Registrations

• 2014-11-11 → 2021-07-05
  Hermes Econometrics
  San Diego, CA
  Novato, CA
• 2014-02-11 → 2014-12-31
  Belvedere Asset Management, Llc
  Del Mar, CA
• 2011-02-16 → 2013-12-31
  Belvedere Asset Management, Llc
  Carlsbad, CA
• 2008-10-28 → 2011-02-07
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2007-04-19 → 2008-10-28
  Eplanning Advisors Inc
  Roseville, CA
• 2003-07-15 → 2007-04-18
  Cetera Investment Advisers Llc
  San Diego, CA
  San Diego, CA

Other Businesses

Jan Gleisner also is licensed as an Independent Insurance Agent and sells insurance products for a commission. Jan spends roughly 10 hours per month of investment related hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-05
• S63 Uniform Securities Agent State Law Examination
  2003-01-14

Other Names

• Jan Gleisner