Jeanette Beatty, financial advisor Baltimore MD

Jeanette Beatty

CRD Number: 5659252
Current Firm: Facet Wealth, Inc.

Jeanette Beatty (CRD# 5659252) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 11 years of experience in the finance industry. Jeanette Beatty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Facet Wealth Baltimore, MD Oct 2020 - Current < 1
Facet Wealth Westminster, CO Oct 2020 - Current < 1
Cuso Financial Services, LP San Diego, CA Aug 2012 - Current 8
Elevations Credit Union Boulder, CO Jul 2012 - Current 8
Elevations Credit Union/cuso Financial Services Boulder, CO Jul 2012 - Sep 2020 8
Merrill Lynch Pierce Fenner & Smith Denver, CO Nov 2011 - May 2012 < 1
Merrill Lynch, Pierce, Fenner &amp; Smith, Inc. Denver, CO Oct 2011 - Apr 2012 < 1
Bbva Compass Boulder, CO Jun 2006 - Nov 2011 5
Compass Bank Boulder, CO Jun 2006 - Oct 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Jeanette L. Beatty
Phone Number: (443)376-6222
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    502
    MILLIONS
  • Total Number of Accounts
    2,517
    ACCOUNTS
  • Average Account Value
    $199,543
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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