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Janet Lynn Messer

CRUX WEALTH ADVISORS·LONG BEACH, California
SIE, Series 7, Series 99TOClean recordCRUX WEALTH ADVISORS
3444 E. ANAHEIM STREET, LONG BEACH, CA 90804CRD# 5059140Firm CRD# 330731

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Janet Lynn Messer · LONG BEACH, CA
Registration
CRD #5059140 · CRUX WEALTH ADVISORS
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CRUX WEALTH ADVISORS
CRD 330731 · SEC 801-130283
AUM
$251M
Regulatory assets under management
Employees
18
659 client accounts
Services offered by CRUX WEALTH ADVISORS
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CRUX WEALTH ADVISORS →
Introduction

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Frequently Asked Questions

What services does Janet Lynn Messer offer?
Janet Lynn Messer specializes in Financial Planning, Investment Management. Contact their office in LONG BEACH, California for a consultation.
What are Janet Lynn Messer's credentials?
Janet Lynn Messer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janet Lynn Messer located?
Janet Lynn Messer is based in LONG BEACH, California, working with CRUX WEALTH ADVISORS. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Janet Lynn Messer charge for services?
Janet Lynn Messer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRUX WEALTH ADVISORS?
CRUX WEALTH ADVISORS has approximately 18 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRUX WEALTH ADVISORS

David Colley
LONG BEACH, CA
Travis Price Alexander
LONG BEACH, CA

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Research
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