Janeane Vena, financial advisor Corona CA

Janeane Vena

CRD Number: 6706024
Current Firm: Trilogy Capital, Inc.

Janeane Vena (CRD# 6706024) is an Investment Advisor Representative working at Trilogy Capital, Inc. in Corona, CA and has over 3 years of experience in the finance industry.

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Householder Group Estate & Retirement Specialists
Company Name Location Dates Years
Trilogy Financial Corona, CA Oct 2021 - Current < 1
Trilogy Capital Inc. Huntington Beach, CA May 2017 - Current 4
Trilogy Financial West Covina, CA Sep 2016 - Oct 2021 5
Armstrong Gardens Centers Glendora, CA Apr 2013 - Sep 2016 3
The Claremont Club Claremont, CA Jun 2011 - Apr 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Janeane Vena
Phone Number: 714-843-9977
Firm Website: http://www.trilogyfs.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,366
    MILLIONS
  • Total Number of Accounts
    14,531
    ACCOUNTS
  • Average Account Value
    $94,008
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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