JHW FINANCIAL SERVICES INC.

FINANCIAL TELESIS, INC.

SAN RAFAEL, California·2 registered advisors·CRD# 31012

SEC# 801-63974415-526.2750

Firm Overview

AUM

$324M

Regulatory assets under management

Employees

215

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Specialties

Financial Planning Investment Management Wealth Management

Advisors at JHW FINANCIAL SERVICES INC.

2 registered advisors

Elizabeth Sarah Collins

SAN RAFAEL, California

CRD# 4714831

Patricia Claire Cook

SAN RAFAEL, California

CRD# 1144402

Office Locations

SAN RAFAEL, California

2 advisors

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Data sourced from SEC Form ADV filings. JHW FINANCIAL SERVICES INC. (CRD# 31012) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.