Unclaimed Profile

Jan Gleisner

BELVEDERE ASSET MANAGEMENT, LLC·NEWPORT BEACH, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 6523 years registeredBELVEDERE ASSET MANAGEMENT, LLC

610 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 4593724Firm CRD# 147887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jan Gleisner · NEWPORT BEACH, CA

Registration

CRD #4593724 · BELVEDERE ASSET MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

HAFNIA FINANCIAL, INC.

Jul 2021 – present

HERMES ECONOMETRICS

Nov 2014 – Jul 2021

SAN DIEGO, CA

BELVEDERE ASSET MANAGEMENT, LLC

Feb 2014 – Dec 2014

DEL MAR, CA

BELVEDERE ASSET MANAGEMENT, LLC

Feb 2011 – Dec 2013

CARLSBAD, CA

INDEPENDENT FINANCIAL GROUP, LLC

Oct 2008 – Feb 2011

SAN DIEGO, CA

EPLANNING ADVISORS INC

Apr 2007 – Oct 2008

ROSEVILLE, CA

GENWORTH FINANCIAL ADVISERS CORPORATION

Jul 2003 – Apr 2007

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 15, 2003

Years registered · 23

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BELVEDERE ASSET MANAGEMENT, LLC

CRD 147887 · SEC 801-76961

AUM

$53M

Regulatory assets under management

Employees

101 client accounts

Services offered by BELVEDERE ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at BELVEDERE ASSET MANAGEMENT, LLC →

Introduction

Speak with Jan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jan Gleisner offer?

Jan Gleisner specializes in Investment Management, Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.

What are Jan Gleisner's credentials?

Jan Gleisner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jan Gleisner located?

Jan Gleisner is based in NEWPORT BEACH, California, working with BELVEDERE ASSET MANAGEMENT, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Jan Gleisner charge for services?

Jan Gleisner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELVEDERE ASSET MANAGEMENT, LLC?

BELVEDERE ASSET MANAGEMENT, LLC has approximately 10 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →