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Jane Pieti Hanson

Charles Schwab & CO., Inc.

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About Jane Pieti Hanson

Jane Pieti Hanson is a financial advisor with over 40 years of experience in the industry. Jane is currently registered with Charles Schwab & CO., Inc., where she has been working since 1983. Jane holds a number of licenses and certifications, including the Series 3, 4, 7, 8, 9, 10, and 63 licenses. Jane also has experience working with ROSE & COMPANY INVESTMENT BROKERS, INC., DEAN WITTER REYNOLDS INC., and BATEMAN EICHLER, HILL RICHARDS, INCORPORATED. Jane is an experienced financial advisor who is committed to helping her clients achieve their financial goals. Jane's specialties include working with individuals, high net worth individuals, corporations, and other businesses.

Firm Information

Jane Hanson is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

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

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jane Hanson’s Registration & Firm History

CA

07/08/1997 - Present

Charles Schwab & CO., Inc. (Los Angeles CA)

NA

02/01/1983 - 05/01/1989

ROSE & COMPANY INVESTMENT BROKERS, INC.

NA

09/13/1982 - 03/04/1983

DEAN WITTER REYNOLDS INC.

NA

03/02/1982 - 09/10/1982

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

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Licenses & Designations

BC

Issued 02/25/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/07/2013

Series 4 - Registered Options Principal Examination

BC

Issued 12/19/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2014

Series 3 - National Commodity Futures Examination

BC

Issued 02/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jane Pieti Hanson.
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