Jane Landsberger, financial advisor Plano TX
81 score

Jane Landsberger

CRD Number: 4601772
Current Firm: Transamerica Financial Advisors, Inc.

Jane Landsberger (CRD# 4601772) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
United Healthcare Medicare Solutions Plano, TX Jun 2015 - Current 1
Midstates Petroleum Company,llc Houston, TX Oct 2013 - Current 3
Double E Farms,llc Addison, TX Jun 2013 - Current 3
Transamerica Financial Advisors, Inc. Plano, TX Jan 2012 - Current 4
Landsberger Enterprises, LLC Moore, OK Nov 2011 - Current 5
Apache Corporation Houston, TX Apr 2011 - Current 5
Secure Horizons By Unitedhealthcare Plano, TX Sep 2009 - Current 7
Wfg Plano, TX Apr 2002 - Current 14
Unit Petroleum Co Tulsa, OK Mar 2011 - Nov 2015 4
Chesapeake Energy Oklahoma City, OK Feb 2011 - Nov 2015 4
Red Willow-continent, LLC Booker, TX Jul 2007 - Nov 2015 8
Panther Energy Co Tulsa, OK Jul 2007 - Nov 2015 8
Colonial Supplemental Insurance Columbia, SC Jun 2005 - Nov 2015 10
Investment Advisors International, Inc. Duluth, GA Aug 2008 - Jan 2012 3
Wgs Plano, TX Nov 2002 - Jan 2012 9
Stonebridge Life Insurance Plano, TX Aug 2008 - Jul 2010 1
Morningstar Mortgae Richardson, TX Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Jul 2008
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jane N. Landsberger
Phone Number: 727-299-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
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)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jane Landsberger and other advisors.
BADGES
81

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