J

Jansson Financial Svcs

Updated today

Client assets under management

$73,960,017

Clients

207

5% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

69

High

Average account size

$357,295

About

The firm provides discretionary portfolio management and financial consultation to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. It manages a range of securities on behalf of clients and offers customized investment solutions based on each client's stated objectives and risk tolerance.

Jansson Financial employs a mix of fundamental, technical, charting, and cyclical analysis and pursues both long‑term and short‑term strategies, including trading, short sales, options, and margin transactions when appropriate. Accounts are typically managed on a discretionary basis and the firm uses a broad investment menu—equities, municipal and corporate debt, government securities, mutual funds, ETFs and options—to implement client objectives.

A distinguishing feature is that several of the firm’s investment adviser representatives are also registered representatives of an affiliated broker‑dealer and some hold insurance producer appointments, and the firm directs brokerage through that affiliate; as a result, commissions, certain mutual fund 12b‑1 payments, and occasional sponsorship fees can be received in addition to advisory compensation, with disclosures and fiduciary oversight intended to address these conflicts. The combination of a small advisory team, active trading capabilities (options, short sales, margin), and the practice of routing transactions through an affiliated clearing broker sets the firm apart from many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Percentage

2.0% annually

Commissions

Clients may be charged commissions on securities transactions through Ceros Financial Services, Inc.; commission rates vary by security and transaction.

Project-based

$150 to $200 per hour depending on project complexity; fees may be negotiated.

Main office location

Jansson Financial Svcs

300 Corporate Pointe

Warner Robins GA 31088, United States

Number of offices

1

Most active in

Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Patrick B

Series 63, Series 65

Warner Robins, GA

Jansson Financial Svcs

Patrick Bassett is a financial advisor at Jansson Financial Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Arrow Investment Advisors, LLC since 2008 and Ceros Financial Services since 2025. Jansson Financial Services is a Georgia-registered investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies and combines fundamental, technical, and cyclical analysis to manage accounts on a discretionary basis.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Marilyn M

Series 63, Series 65

Warner Robins, GA

Jansson Financial Svcs

Marilyn Mueller is a financial advisor with Jansson Financial Services in Warner Robins, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ceros Financial Services, Inc. since 2009. Outside of her advisory role, she is involved in life insurance sales, focusing on term life and long-term care policies. Jansson Financial Services provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension plans. The firm employs a range of investment strategies and combines multiple analytical approaches to tailor advisory services to client objectives.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Eric J

CFP®, Series 63

Warner Robins, GA

Jansson Financial Svcs

Eric Jansson is a CFP® with 43 years of industry experience, currently serving at Jansson Financial Services in Warner Robins, GA. He has worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc. since 1990, alongside his long-standing role at Jansson Financial Services since 1988. Jansson Financial Services is a Georgia-registered investment adviser providing discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a variety of investment strategies and combines fundamental, technical, and cyclical analysis to tailor advisory services to each client’s objectives.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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