Janeane VenaCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Householder Group Estate & Retirement Specialists
|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|
Total Assets Under Management1,366MILLIONS
Total Number of Accounts14,531ACCOUNTS
Average Account Value$94,008
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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