Jaylene Pysnik
Jaylene Pysnik is a registered investment advisor at Pysnik Financial, LLC, based in Pasadena, CA, with 22 years of industry experience. Jaylene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 53 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The maximum annual fee charged for asset management services will not exceed 1.75% of the assets under management. Fees are negotiable.
Fee Estimator
Location
299 N. Euclid Ave, Suite 560, Pasadena, CA, 91101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jaylene is a notary and an insurance agent outside of her RIA, both since March 2023. She dedicates minimal time to notary services and a few hours per week to offering various types of insurance products.
Employment History
Current Registrations
Pysnik Financial, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Cetera Investment Advisers LLC
Genworth Financial Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.