Jane Financial, LLC

Jane Financial, LLC (CRD# 288419) is a financial advisory firm headquartered in Oakland, CA. They manage $12,725,340 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
360 Grand Ave, #126, Oakland, CA 94610
https://janefinancial.com/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $748,549
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Jane Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jane Yoo, financial advisor Oakland CA
Jane K. Yoo
CRD#: 5562051
Oakland, CA

Jane Yoo (CRD# 5562051) is an Investment Advisor Representative working at Jane Financial, LLC in Oakland, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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