Paysse Jennison Financial Advisors, Paysse Jennison

Overview

Paysse Jennison Financial Advisors, Paysse Jennison is an independent registered investment adviser serving individual and family clients, with additional work for small businesses. The firm’s advisory work centers on financial planning and discretionary portfolio management, delivered under a mix of percentage-of-assets, hourly and fixed-fee arrangements. Investment activity is tilted toward fixed-income: filings show a strong emphasis on state and local bonds, with portfolio construction driven by income generation and capital preservation rather than equity growth or ESG mandates. The adviser does not position itself as a capital allocator or pension consultant and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices