Jane Friedrich, financial advisor Mountain View CA
96 score

Jane Friedrich

CRD 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 27 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.

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Professional Designations
Company Name Location Dates Years
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 27
Crest Financial Services Santa Clara, CA Jul 2000 - Apr 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
Contact Info for Jane A. Friedrich
Phone Number: 925-866-2882
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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