Adviser and broker representative · McNally Financial Services Corporation
Jan I. Zenner
CRD 846577 · San Antonio, TX
At a glance
Jan I. Zenner is an investment adviser representative with McNally Financial Services Corporation in San Antonio, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jan’s SEC record dates to 1999, about 27 years ago. Jan is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- McNally Financial Services CorporationSince April 2012San Antonio, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.