Jane Rosell, financial advisor Pleasanton CA
93 score

Jane Rosell

CRD Number: 3149740
Current Firm: Cambridge Investment Research Advisors, Inc.

Jane Rosell (CRD# 3149740) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pleasanton, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2010 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA Nov 2009 - Current 7
Tri-valley Rop Livermore, CA Feb 2005 - Jun 2011 6
Woodbury Financial Services Woodbury, MN Jun 2008 - Nov 2009 1
Order Of Malta Oakland Clinic Oakland, CA May 2008 - Oct 2008 < 1
Next Financial Houston, TX Jun 2002 - Jun 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 1998
Contact Info for Jane C. Rosell
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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