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Jeanni Patricia Harrison (San Diego)


Jeanni Patricia Harrison is a large advisory firm based in San Diego. It manages $34 million of regulatory assets for 230 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Jeanni Patricia Harrison provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeanni Patricia Harrison: assets under management

The assets under management (AUM) of Jeanni Patricia Harrison is $34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $147.81 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeanni Patricia Harrison for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Jeanni Patricia Harrison performs its advisory services is located at 5151 Shoreham Place, San Diego, CA 92122 5940, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-558-8707 or by fax 858-228-1760. The normal business hours are 9:00 to 5:00pm on Monday - Friday.


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