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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 Mathews is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Jane has been a financial advisor for over 20 years and has a broad range of experience in the financial services industry. Jane holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. She is registered in multiple states, including Louisiana, Texas, California, Florida, Hawaii, Mississippi, New Jersey, North Carolina, Alabama, and Virginia. Jane offers a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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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2
LA
05/13/2020 - Present
LPL Financial LLC (BALL LA)
LA
01/08/2007 - 05/13/2020
CETERA INVESTMENT SERVICES LLC (ALEXANDRIA LA)
TX
07/06/2005 - 07/24/2006
CHASE INVESTMENT SERVICES CORP. (LEWISVILLE TX)
IL
11/19/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TN
07/28/2004 - 11/12/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
12/11/2003 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IL
09/24/2002 - 12/10/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
LA
10/05/1999 - 04/19/2002
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
IA
Issued 05/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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