Unclaimed Profile

Bryan Dean Clintsman

JOJENCO HOLDINGS, LLC·SOUTHLAKE, Texas

Clean recordJOJENCO 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bryan Dean Clintsman is a registered financial advisor based in SOUTHLAKE, Texas, affiliated with JOJENCO HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

JOJENCO HOLDINGS, LLC

CLINTSMAN FINANCIAL PLANNING

AUM

$509M

Regulatory assets under management

Employees

Total firm employees

View all advisors at JOJENCO HOLDINGS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2578152

Firm CRD# 120293

View on FINRA BrokerCheck →

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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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