About Jersin Financial Services

Founded in 2003, Jersin Financial Services was founded by Bob Jersin who earned an MBA, a Certified Public Accountant (CPA) license and a Chartered Financial Advisor (CFA) designation, along with many years of successful financial and investment experience.  
​Bob possesses an especially strong expertise in portfolio design, retirement planning, investment planning, and tax reduction strategies.  
While most JFS clients are located in the San Francisco Bay Area, JFS also maintains client relationships throughout the United States.

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Bob Jersin's History

After receiving a BS in Business Finance and an MBA in Accounting, Bob joined IBM where he honed his financial skills in Accounting, and Financial Management positions.  Bob reported directly to the Vice President of IBM's National Distribution Division, and was subsequently named Manager of Financing for IBM Credit Corporation's Remarketer Financing business for the Western US.  Bob now advises individuals, small businesses, and Trusts on enhancing wealth.