CRD: 116752
Paysse Jennison Financial Advisors, Paysse Jennison
$64.5M Total AUM
$64.5M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-1996
- Office Locations
- 1
Office Locations
9311 SE 36th Street Suite 206 Mercer Island WA
About Paysse Jennison Financial Advisors, Paysse Jennison
Paysse Jennison Financial Advisors, Paysse Jennison is a Mercer Island-based RIA. The firm has been operating for 29 years. Managing $64.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Team overview
-- AVG AGE
$32.3M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
27.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN ELDON JENNISON
President
- CRD
- #2766091
- Ownership
- 50% but less than 75%
Available
Available
Available
R
RACHEL WEAVER JENNISON
Chief Compliance Officer
- CRD
- #1213697
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,535,869 | $167,955 |
| Non-Discretionary | $0 | -- |
| Total | $64,535,869 | $167,955 |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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