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Harrison, Jeanni Patricia (San Diego)


Harrison, Jeanni Patricia is a large advisory firm based in San Diego. It manages $28.27 million of regulatory assets for 226 client accounts. It has been registered with the SEC as an adviser since 2005.

Harrison, Jeanni Patricia 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.

Harrison, Jeanni Patricia: assets under management

The assets under management (AUM) of Harrison, Jeanni Patricia is $28.27 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $28.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.09 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harrison, Jeanni Patricia for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Harrison, Jeanni Patricia performs its advisory services is located at 11405 West Bernardo Ct., Ste 120, San Diego, CA 92127 1639 The mailing address of the firm is 11405 W. Bernardo Ct., Ste. 120, San Diego, CA 92127 1639. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-485-9335 or by fax 858-228-1760. The normal business hours are 9:00 to 5:00pm on Monday - Friday.


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