Wendy
Paskin-Jordan
Paskin & Berler Capital Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Wendy Paskin-Jordan is a financial advisor working out of Santa Rosa, California with a total of 11 years of industry experience. Paskin-Jordan is currently employed by Paskin & Berler Capital Advisors, LLC. The advisor has gained experience at Paskin Capital Advisors, LLC, S F Sentry Securities, Inc, Mit Associates, LLC and Paskin & Berler Capital Advisors, LLC. Paskin-Jordan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Paskin & Berler Capital Advisors, LLC is a registered investment firm operating in Santa Rosa, California. The firm has just four financial advisors. It handles $309 million in assets under management across its 150 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 150 client accounts, 70% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business has a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually depend on the type of financial services. Fees billed by Paskin & Berler Capital Advisors, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Paskin & Berler Capital Advisors, LLC Brokerage Details
$309,412,448
4
150
$2,062,750
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Wendy Paskin-Jordan Work History
Wendy has been registered as a financial advisor for 11 years.*
Paskin & Berler Capital Advisors, LLC
Mit Associates, LLC
S F Sentry Securities, Inc
Paskin Capital Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wendy Paskin-Jordan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Paskin & Berler Capital Advisors, LLC
Santa Rosa, CA
Santa Rosa, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.