Unclaimed Profile

Mark Alan Janer

PLEASANTON FINANCIAL ADVISORS, LLC·PLEASANTON, California

Series 7, Series 24, Series 63, Series 66Clean record24 years registeredPLEASANTON FINANCIAL ADVISORS, LLC

1811 SANTA RITA RD, SUITE 211, PLEASANTON, CA 94566CRD# 1091467Firm CRD# 132160

Profile Verification

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

Identity

Mark Alan Janer · PLEASANTON, CA

Registration

CRD #1091467 · PLEASANTON FINANCIAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLEASANTON FINANCIAL ADVISORS, LLC

MARK JANER FINANCIAL PLANNING

Dec 2015 – Nov 2021

RICHMOND, CA

BLUESKY WEALTH ADVISORS, LLC

Sep 2013 – Nov 2014

PLEASANTON, CA

PLEASANTON FINANCIAL ADVISORS

Dec 2001 – Nov 2013

PLEASANTON, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · December 27, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLEASANTON FINANCIAL ADVISORS, LLC

CRD 132160 · SEC 801-66966

AUM

$80M

Regulatory assets under management

Employees

285 client accounts

Services offered by PLEASANTON FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLEASANTON FINANCIAL ADVISORS, LLC →

Introduction

Speak with Mark

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

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

Looking for a financial advisor in PLEASANTON?

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

Browse PLEASANTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Alan Janer offer?

Mark Alan Janer specializes in Financial Planning, Investment Management.

What are Mark Alan Janer's credentials?

Mark Alan Janer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Alan Janer located?

Mark Alan Janer is based in PLEASANTON, California, last registered with PLEASANTON FINANCIAL ADVISORS, LLC.

How does Mark Alan Janer charge for services?

Mark Alan Janer's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLEASANTON FINANCIAL ADVISORS, LLC?

PLEASANTON FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $80M 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 →