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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Marie Braun is a financial advisor with over 30 years of experience in the industry. She is a Certified Financial Planner and a registered representative of Commonwealth Financial Network. Jane Marie Braun is licensed in multiple states, and is a principal for the firm. Jane Marie Braun has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
11/02/2011 - Present
Commonwealth Financial Network (Coronado CA)
CA
04/01/2010 - 11/01/2011
INDEPENDENT FINANCIAL GROUP, LLC (CORONADO CA)
CA
05/02/2009 - 04/05/2010
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
12/22/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN DIEGO CA)
CA
07/24/2008 - 12/26/2008
LPL FINANCIAL CORPORATION (CORONADO CA)
CA
06/30/2008 - 08/01/2008
WOODBURY FINANCIAL SERVICES, INC. (CORONADO CA)
CA
01/12/2005 - 07/10/2008
LPL FINANCIAL CORPORATION (CORONADO CA)
CA
08/18/2003 - 01/14/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
03/31/1990 - 04/06/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
MN
11/02/1989 - 03/14/1990
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
MN
01/05/1982 - 11/14/1989
AMEV INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 02/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/17/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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