Jeri Hansmann is a registered investment advisor at Forusall, based in Oakland, CA, with 15 years of industry experience. Jeri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 46,734 clients with $1.3B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Oakland, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeri is involved in dog walking and animal day care through Rover. She also assists clients with social media posts, newsletters, and website updates through JR Virtual Solutions.
Employment History
Current Registrations
Forusall
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.