Janet Hart, financial advisor Santa Rosa CA

Janet Hart

CRD Number: 2137359
Current Firm: Commonwealth Financial Network

Janet Hart (CRD# 2137359) is an Investment Advisor Representative working at Commonwealth Financial Network in Santa Rosa, CA and has over 28 years of experience in the finance industry. Janet Hart 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
Commonwealth Financial Network San Diego, CA Jul 2022 - Current 1
Censia Wealth Advisors Santa Rosa, CA Jul 2022 - Current 1
The Hart Group- Insurance Sales Santa Rosa, CA Jan 2012 - Current 12
Securities America, Inc. Santa Rosa, CA Dec 2016 - Jul 2022 5
Arbor Point Advisors Santa Rosa, CA Dec 2016 - Jul 2022 5
Foothill Securities, Inc. Santa Rosa, CA Feb 1996 - Dec 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
Contact Info for Janet G. Hart
Phone Number: 781-736-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, WY

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