← Back to searchVisit website
JASI FINANCIAL, INC.
CRD 255790
4851 MERLOT AVE STE 540, GRAPEVINE, TX, 76051, United States
Phone
817-405-4109
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.1M
Discretionary AUM
$5.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD