Jeanni Harrison has been an investment adviser representative at American Money Management since June 2021, and is not listed among the firm’s executive officers or direct owners. Jeanni Harrison studied at San Diego State University.
American Money Management, LLC is a Rancho Santa Fe, CA firm with $844M under management, 832 clients and 11 advisers across 5 offices, as of its March 2026 filing.
Jeanni Harrison is Financial Planner, Investment Advisor of American Money Management, LLC. She was a founding principal of Wealth Quest Partners, Inc. before joining American Money Management, LLC. She specializes in helping people plan for retirement and working with retirees to help them maintain financial independence, and works with estate attorneys and accountants to help ensure clients receive comprehensive financial guidance.
Jeanni Harrison’s longest registration was 6 years at Wealth Quest Partners, Inc. (2015–2021). Before joining American Money Management in 2021, Jeanni Harrison was registered through Wealth Quest Partners, Inc. and Harrison - De Charon, L.L.C.
- – present · 5 yearsRancho Santa Fe, CA · Adviser representative · Firm CRD 115357
- Wealth Quest Partners, Inc.– · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 173545
- Harrison - De Charon, L.L.C.– · under a yearSan Diego, CA · Adviser representative · Firm CRD 128439
Professional designations
Listed by American Money Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jeanni Harrison is registered as an investment adviser representative in California, since June 2021.
- CaliforniaSince 23 June 2021
Examinations
No examinations are on Jeanni Harrison’s record.
- Full name
- Jeanni Patricia Harrison
- CRD
- 4708192
- Firm
- American Money Management · CRD 115357
- Office
- 14249 RANCHO SANTA FE FARMS ROAD, Rancho Santa Fe, CA 92067
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amminvest.com
Where does Jeanni Harrison work?
Jeanni Harrison is an investment adviser representative registered through American Money Management, LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jeanni Harrison a financial advisor?
Yes. Jeanni Harrison has a current investment-adviser registration in California, through American Money Management since June 2021.
How many years of experience does Jeanni Harrison have?
Jeanni Harrison has 11 years in the financial industry, since January 2015, across 3 adviser firms.
Where did Jeanni Harrison work before American Money Management?
Before American Money Management, Jeanni Harrison was registered through Harrison - De Charon, L.L.C., January 2015 to November 2015.
Where is Jeanni Harrison based?
Jeanni Harrison’s registered office is in Rancho Santa Fe, CA.
Is Jeanni Harrison registered with FINRA?
No. Jeanni Harrison has no current broker registration.
Is Jeanni Harrison a CFP?
American Money Management lists Jeanni Harrison with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jeanni Harrison’s record?
Search CRD 4708192 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeanni Harrison’s full registration record.