Jane Rowny (CRD# 5771500) is an Investment Advisor Representative working at Mbi LLC in , and has 1 year of experience in the finance industry. Jane Rowny 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.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 4092356
David Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| May Barnhard Investments, Llc Dba Mbi, LLC | Bethesda, MD | Nov 2013 - Current | 10 |
| May And Barnhard Pc | Bethesda, MD | Sep 2008 - Current | 15 |
- DC
- MD
- VA
-
Total Assets Under Management296MILLIONS
-
Total Number of Accounts429ACCOUNTS
-
Average Account Value$689,581
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, FL, MD, VA
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