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Jeffrey Karansky

BERNZOTT CAPITAL ADVISORS·CAMARILLO, California
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1200 PASEO CAMARILLO, CAMARILLO, CA 93010CRD# 7891174Firm CRD# 104583
01

About

Jeffrey Karansky is a registered financial advisor based in CAMARILLO, California, affiliated with BERNZOTT CAPITAL ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
BERNZOTT CAPITAL ADVISORS
BERNZOTT CAPITAL ADVISORS
AUM
$311M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BERNZOTT CAPITAL ADVISORS →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7891174
Firm CRD# 104583
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Karansky offer?
Jeffrey Karansky specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CAMARILLO, California for a consultation.
What are Jeffrey Karansky's credentials?
Jeffrey Karansky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Karansky located?
Jeffrey Karansky is based in CAMARILLO, California, working with BERNZOTT CAPITAL ADVISORS. Their office serves clients in the CAMARILLO metropolitan area and surrounding communities.
How does Jeffrey Karansky charge for services?
Jeffrey Karansky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERNZOTT CAPITAL ADVISORS?
BERNZOTT CAPITAL ADVISORS has approximately 4 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CAMARILLO
Marilyn Stevens Bernzott — BERNZOTT CAPITAL ADVISORSPatrick Storm Steele — BERNZOTT CAPITAL ADVISORSJohn Richard Oliver — MUTUAL SECURITIES INC. OF CALIFORNIAGerald Joseph Zins — SUMMIT WEALTH MANAGEMENT GROUP, INC.Kevin Bernzott — BERNZOTT CAPITAL ADVISORS
Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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