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12544 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-11-07 |
| CA | RA | APPROVED | 2021-08-20 |
| TX | RA | APPROVED_RES | 2021-07-06 |
Branch Locations
12544 High Bluff Drive Suite 200, San Diego, CA 92130 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hermes Econometrics | San Rafael | CA | 12/2014 | 07/2021 |
| Hafnia Financial, Inc. | San Diego | CA | 07/2021 | Present |
| California Wealth Management | San Diego | CA | 07/2018 | 02/2020 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-14 |
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