Unclaimed Profile

Bryan Dean Clintsman

JOJENCO HOLDINGS, LLC·SOUTHLAKE, Texas

Series 2, Series 65Clean record26 years registeredJOJENCO HOLDINGS, LLC

1900 W. KIRKWOOD BLVD., SOUTHLAKE, TX 76092CRD# 2578152Firm CRD# 120293

Profile Verification

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

Identity

Bryan Dean Clintsman · SOUTHLAKE, TX

Registration

CRD #2578152 · JOJENCO HOLDINGS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

ERNST & YOUNG INVESTMENT ADVISERS LLP

Feb 2000 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Feb 2023 – Nov 2024

SOUTHLAKE, TX

CLINTSMAN FINANCIAL PLANNING

Oct 2006 – Feb 2023

SOUTHLAKE, TX

CLINTSMAN FINANCIAL PLANNING

Jun 2002 – Jun 2002

SOUTHLAKE, TX

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · February 23, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOJENCO HOLDINGS, LLC

CRD 120293 · SEC 801-79101

AUM

$509M

Regulatory assets under management

Employees

1,402 client accounts

Services offered by JOJENCO HOLDINGS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JOJENCO HOLDINGS, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Dean Clintsman offer?

Bryan Dean Clintsman specializes in Financial Planning, Investment Management. Contact their office in SOUTHLAKE, Texas for a consultation.

What are Bryan Dean Clintsman's credentials?

Bryan Dean Clintsman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Dean Clintsman located?

Bryan Dean Clintsman is based in SOUTHLAKE, Texas, working with JOJENCO HOLDINGS, LLC. Their office serves clients in the SOUTHLAKE metropolitan area and surrounding communities.

How does Bryan Dean Clintsman charge for services?

Bryan Dean Clintsman'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 JOJENCO HOLDINGS, LLC?

JOJENCO HOLDINGS, LLC has approximately 13 employees and manages $509M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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