Jane Doyle, financial advisor Chicago IL
96 score

Jane Doyle

CRD Number: 1995310
Current Firm: Oppenheimer & Company Inc.

Jane Doyle (CRD# 1995310) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Chicago, IL and has over 22 years of experience in the finance industry. Jane Doyle 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
Oppenheimer & Company Inc. Chicago, IL Nov 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Jun 1995
Contact Info for Jane G. Doyle
Phone Number: 212-668-8000
Firm Website: http://www.opco.com
Registered State(s):
  • IL
  • TX
  • LA
By the Numbers
  • Total Assets Under Management
    9,080
    MILLIONS
  • Total Number of Accounts
    19,246
    ACCOUNTS
  • Average Account Value
    $471,802
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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