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Neil J
Series 63, Series 65
Oxnard, CA
Janis Financial, LLC
Neil Janis is a financial advisor with Janis Financial, LLC in Oxnard, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Janis Financial since 2007 and has been associated with AIG Financial Advisors, Inc. and ICM since 2005. In addition to advisory work, he spends part of his time involved in insurance offerings through ICM, including life, health, and disability products. Janis Financial provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach with a focus on large-cap equities and investment-grade bonds, managing accounts mainly on a non-discretionary basis with client approval for trades.
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