CRD: 116752
Paysse Jennison Financial Advisors, Paysse Jennison
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-1996
- Office Locations
- 1
Office Locations
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 30 years. Managing $64.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard.
Reported data analysis
What the numbers show
Between March 30, 2011 and April 9, 2012, reported AUM increased 4.2%, from $36.7M to $38.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 30 clients, or 15 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
BRIAN ELDON JENNISON
President
- CRD
- #2766091
- Ownership
- 50% but less than 75%
RACHEL WEAVER JENNISON
Chief Compliance Officer
- CRD
- #1213697
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Paysse Jennison Financial Advisors, Paysse Jennison has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.