Jane Yoo (CRD# 5562051) is an Investment Advisor Representative working at Jane Financial, LLC in Oakland, CA and has over 11 years of experience in the finance industry. Jane Yoo 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# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jane Financial, LLC | Oakland, CA | Mar 2017 - Current | 7 |
| Aspiriant | San Francisco, CA | Sep 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
- CA
- TX
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$748,549
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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