Jane Loeb, financial advisor Kenmore WA

Jane Loeb

CRD Number: 4843934
Current Firm: U.s. Bancorp Investments, Inc.

Jane Loeb (CRD# 4843934) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Kenmore, WA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Kenmore, WA Aug 2011 - Current 9
Chase Investment Services Corp. Sammamish, WA May 2009 - Aug 2011 2
Wamu Investments Inc. Bothell, WA Jul 2008 - Aug 2011 3
American Express Financial Advisors, Inc. Bellevue, WA Aug 2004 - Jul 2008 3
Ids Life Insurance Company Bellevue, WA Aug 2004 - Jul 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jane C. Loeb
Phone Number: 800-888-4700
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    8,989
    MILLIONS
  • Total Number of Accounts
    42,344
    ACCOUNTS
  • Average Account Value
    $212,275
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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, WY

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Data verified by both the advisor and the public regulatory data.

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