linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jane Edith Swan

Veris Wealth Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jane? Claim Your Profile

About Jane Edith Swan

Jane Edith Swan is a financial advisor who has been in the industry since 1997. Jane Swan is currently registered with Veris Wealth Partners, LLC, and is registered with the state of California. Jane Swan has a Series 7 license and is a Chartered Financial Analyst. Jane Swan specializes in providing investment consulting, financial planning, and pension consulting. Veris Wealth Partners, LLC is a registered investment advisor with the SEC and has approximately $2 billion in assets under management. The firm provides a variety of services to individuals, families, and institutions, including investment management, financial planning, and retirement planning.

Firm Information

Jane Swan is currently registered with Veris Wealth Partners, LLC. Veris Wealth Partners, LLC is an investment advisory firm based in San Francisco, CA. They specialize in providing financial planning, investment consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm has a team of 9 investment adviser representatives and manages approximately $2 billion in assets.
Veris Wealth Partners, LLC

235 MONTGOMERY STREET

SAN FRANCISCO, CA 94104

$2.02B

Assets Under Management

1

Total Clients

8

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting

Investment consulting

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jane Swan’s Registration & Firm History

CA

01/01/2025 - Present

Veris Wealth Partners, LLC (SAN FRANCISCO CA)

CA

06/06/1997 - 07/10/1997

PROGRESSIVE ASSET MANAGEMENT, INC. (SAN RAFAEL CA)

Not sure if Jane Edith Swan is right for you?

Licenses & Designations

BC

Issued 05/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jane Edith Swan.
Not sure if Jane Edith Swan is right for you?