Jan B. Gleisner, M.A.
Founder & President
CRD # 4593724, Insurance License # 0D77385

In 2005 Jan founded CA Wealth Management to provide a platform for wealth & risk management that is entirely independent and unbiased. Over the years the firm has established itself as one of the leading wealth management firms in the region offering hard-to-find investment and insurance solutions to the accredited investor and businesses/business owners. He enjoys working directly with a selected group of clients as well being invloved in the due diligence of investments geared towards the affluent investor. His vision for the company is to always put clients first and compensation last.

Jan was previously one of the first employees and was consistently the top producer of GE Financial in San Diego. Prior to joining GE Financial, Jan had a career in the high-tech industry with IBM as a controller, Zucotto Wireless as Business Development Manager heading up European activities, and Nethow Payment Systems; the first internet-based payment clearing solutions provider in Denmark. During his time in the high-tech industry he helped raising millions of dollars in venture capital.

Jan is happily married and has two daughters. In his sparetime he enjoys the company of friends and family - and a match of tennis when time permits.

Registrations*

Series 6 Investment Company Products/Variable Contracts Representative
Series 7 General Securities Representative
Series 24 General Securities Principal
Series 63 Uniform Securities Agent State Law Examination
Series 65 Uniform Investment Adviser Law Examination, Fee-based
Life Agent & Variable Contracts

Education

• Master of Arts in Social Science, Business/Communication
  Roskilde University, Denmark, Summa Cum Laude
• Bachelor of Arts, Business
  Roskilde University, Denmark

Community Involvement and Board memberships

• Board member and Financial Advisor of the City Ballet of San Diego, a 501(c)(3) non-profit organization. www.cityballet.org

Boards & Advisory

• Board of Advisors, Moover Toys. www.moovertoys.com