Sharon Jansma (CRD# 4034097) is an Investment Advisor Representative working at Commonwealth Financial Network in Visalia, CA and has over 24 years of experience in the finance industry.
CRD# 1374125
Principal Securities, Inc.
CRD# 6332486
Caitlin John
CRD# 4789253
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Jul 2023 - Current | < 1 |
| Jansma Financial And Insurance Services | Visalia, CA | Sep 2019 - Current | 4 |
| Principal Life Insurance Company | Visalia, CA | May 2019 - Jul 2023 | 4 |
| Principal Securities Inc. | Visalia, CA | May 2019 - Jul 2023 | 4 |
| Farmers Financial Solutions, LLC | Visalia, CA | Sep 2000 - May 2019 | 18 |
| Farmers Insurance Group | Visalia, CA | Jan 1990 - May 2019 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- CA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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