Claim Profile
Unclaimed Profile
EJ

Eric Clement Jansen

FINIVI INC.·WESTBOROUGH, Massachusetts
Clean recordFINIVI INC.
1400 COMPUTER DRIVE, WESTBOROUGH, MA 01581CRD# 1719437Firm CRD# 292329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Clement Jansen · WESTBOROUGH, MA
Registration
CRD #1719437 · FINIVI INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric Clement Jansen is a registered financial advisor based in WESTBOROUGH, Massachusetts, affiliated with FINIVI INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Eric

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

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

03

Firm Overview

Firm
FINIVI INC.
FINIVI INC.
AUM
$216M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1719437
Firm CRD# 292329
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTBOROUGH?

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

05

Frequently Asked Questions

What services does Eric Clement Jansen offer?
Eric Clement Jansen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTBOROUGH, Massachusetts for a consultation.
What are Eric Clement Jansen's credentials?
Eric Clement Jansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Clement Jansen located?
Eric Clement Jansen is based in WESTBOROUGH, Massachusetts, working with FINIVI INC.. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.
How does Eric Clement Jansen charge for services?
Eric Clement Jansen'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 FINIVI INC.?
FINIVI INC. has approximately 8 employees and manages $216M 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 →