J
CRD: 127786
Jansson Financial Svcs
Warner Robins, GA, 31088
4789239900
$74.0M Total AUM
$74.0M Disc. AUM
-- 3Y CAGR
3 Employees
207 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-05-2004
- Office Locations
- 2
Office Locations
300 Corporate Pointe Warner Robins GA
-- Dunkirk MD
About Jansson Financial Svcs
Jansson Financial Svcs is a Warner Robins-based RIA with 2 offices. The firm has been operating for 22 years. Managing $74.0M in total assets under management, with 3 advisory representatives. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$24.7M AVG AUM / ADVISOR
$357.3K AVG AUM / CLIENT
1.2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
Unlock to compare peer behavior around pioneer harbor.
See the complete signal summary connected to capital.
See the complete signal summary connected to vector.
Request access to benchmark trends tied to signal.
Request access to benchmark trends tied to foundation catalyst.
See the complete signal summary connected to harbor eagle.
Upgrade to reveal position-level detail across prime beacon.
Unlock to compare peer behavior around momentum meridian.
Asset Classes
Vertex wave
Investment Vehicles
Timber meridian
Services
Value vector North Quantum
Owner & Executives
E
ERIC LOUIS JANSSON
President
- CRD
- #1064841
- Ownership
- 75% or more
(228) 375-3119
signal.momentum@glaciercapital.com
in linkedin.com/in/ridge-vector
P
PATRICK TERENCE BASSETT
Chief Compliance Officer
- CRD
- #2337415
- Ownership
- Less than 5%
(577) 246-2070
glacier.prime@capitalcapital.com
in linkedin.com/in/fusion-atlas
Q
Quantum quantum
Radial harbor
- CRD
- #41378
- Ownership
- 7.2%
(262) 423-8714
fusion.wave@capitalcapital.com
in linkedin.com/in/insight-horizon
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,960,017 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,960,017 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $73,960,017
Equity - Exchange:
53.8% Cash:
46.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $931,702,019 | 53.8% |
| Cash | $800,086,120 | 46.2% |
| Total | $1,731,788,139 | 100.0% |