Jane SchroederCRD Number: 1831461
Current Firm: Wells Fargo Advisors, LLC
Jane Schroeder (CRD# 1831461) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Tempe, AZ and has over 28 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Wells Fargo Advisors LLC||Mesa, AZ||Jun 2009 - Current||7|
|Morgan Stanley Smith Barney||Tempe, AZ||Jun 2009 - Jun 2009||< 1|
|Citigroup Global Markets Inc.||Tempe, AZ||Jul 1993 - Jun 2009||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1988|
|S65||NASAA Investment Advisors Law Examination||Jun 1992|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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