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Jane Burkhard

Capital Group Private Client Services, Inc.

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About Jane Burkhard

Jane Burkhard is a financial advisor at Capital Group Private Client Services, Inc. Jane has been a registered representative for 10 years and has earned the Certified Financial Planner designation. Jane is registered in California, Illinois, Nevada, New York and Texas. Jane's areas of expertise include retirement planning, college savings, estate planning, and investment management. Jane can assist both individuals and families with their financial goals.

Firm Information

Jane Burkhard is currently registered with Capital Group Private Client Services, Inc.. Capital Group Private Client Services, Inc. is an investment advisor headquartered in LOS ANGELES, CA. They manage over $38 billion in assets, primarily for high-net-worth individuals and charitable organizations. The firm also provides portfolio management for pooled investment vehicles, corporations, and pension plans.
Capital Group Private Client Services, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071

$38.34B

Assets Under Management

Not reported

Total Clients

51

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jane Burkhard’s Registration & Firm History

CA

02/10/2025 - Present

Capital Group Private Client Services, Inc. (San Francisco CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jane Burkhard.
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