JERSIN FINANCIAL SERVICES

Overview

Jersin Financial Services is a small, fee-based advisory firm that provides discretionary portfolio management to individuals, families and small institutions. The firm combines advisory services with accounting capabilities, which suggests portfolio construction and tax planning are coordinated with clients’ broader financial records. Investment activity is concentrated in publicly traded equities delivered mostly through separately managed accounts; the firm’s stated client focus and fee structure support a high-touch, account-specific approach rather than mass-market model delivery. The adviser charges a percentage-of-AUM fee and manages client relationships on a discretionary basis, allowing it to implement tactical changes and tax-aware trading without seeking client sign-off on each trade. Jersin is not positioned as an ESG-focused manager and does not describe itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices