Jansson Financial Svcs
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
2.0% annually
Clients may be charged commissions on securities transactions through Ceros Financial Services, Inc.; commission rates vary by security and transaction.
$150 to $200 per hour depending on project complexity; fees may be negotiated.
Main office
300 Corporate Pointe
Warner Robins GA 31088
Advisors at this office
3
Most active in
Georgia
Also doing business as
Jansson Financial Services · Jansson Financial Services, Inc. · Jansson Financial Svcs
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Patrick B
Series 63, Series 65
Warner Robins, GA
Jansson Financial Svcs
Patrick Bassett is a financial advisor at Jansson Financial Svcs with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Arrow Investment Advisors, LLC and Grove Point Investments, LLC. Jansson Financial Svcs provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a range of investment strategies across multiple asset classes and typically manages accounts on a discretionary basis, utilizing both long-term and short-term approaches.
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.
Eric J
CFP®, Series 63
Warner Robins, GA
Jansson Financial Svcs
Eric Jansson is a CFP® with 44 years of industry experience, currently serving as an investment adviser representative at Jansson Financial Services since 1988. He has also worked at Ceros Financial Services, Inc. since 2009 and Corporate Village Inc since 1990. Outside of his advisory work, he has interests in farming operations in Costa Rica. Jansson Financial Services provides discretionary portfolio management and financial consultation to individuals, trusts, estates, charitable organizations, corporations, and pension/profit-sharing plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to implement both long-term and short-term strategies across a broad range of securities.
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