Jane FriedrichCRD Number: 1921200
Current Firm: American Investors Co
Jane Friedrich (CRD# 1921200) is an Investment Advisor Representative working at American Investors Co in Mountain View, CA and has over 28 years of experience in the finance industry. Jane Friedrich 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.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Jane Friedrich||Mountain View, CA||Apr 2010 - Current||6|
|American Investors Company||San Ramon, CA||Jul 1997 - Current||19|
|American Investors Company||San Ramon, CA||Aug 1993 - Current||23|
|Jane A. Friedrich, Self-employed||Mountain View, CA||Dec 1988 - Current||28|
|Crest Financial Services||Santa Clara, CA||Jul 2000 - Apr 2012||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
Total Assets Under Management341MILLIONS
Total Number of Accounts1,988ACCOUNTS
Average Account Value$171,323
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MD, NV, NY, OR, TX, WA