ADVISOR BIO

Jane An is an investment advisor representative with NWF Advisory Services Inc. Jane has been in the securities industry since 2003. Jane is registered with the state of California and several other states. Jane also has experience with Voya Financial Advisors, Investors Capital Corp., and LPL Financial Corporation. Jane provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Jane Louise Fitzpatrick is a registered representative with Morgan Stanley. Jane has been in the financial services industry since 1981. Jane holds licenses in 43 states. Jane's primary office is located in San Diego, California. Jane is a registered investment advisor in California and Texas.

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ADVISOR BIO

Jane Olson is a financial advisor at Wells Fargo Clearing Services, LLC, with over 29 years of experience in the industry. She specializes in providing investment advisory services to individuals, families, and businesses. Olson has a wide range of experience in financial planning, portfolio management, and investment consulting, working with both retail and institutional clients. Olson holds a Series 7, Series 10, Series 24, Series 63, and Series 66 license and is a registered representative in multiple states.

SPECIALIZATIONS

ADVISOR BIO

Jane McKenzie is a Registered Representative with Cambridge Investment Research Advisors, Inc. Jane has been in the securities industry since 2000 and has experience with A.G. Edwards & Sons, Inc., Baikie & Alcantara Inc., Citigroup Global Markets Inc., Morgan Stanley Smith Barney and Protected Investors of America. Jane's current registration is active in California and she is also registered in Arizona, Florida, Hawaii, Nevada and Washington. Jane has passed Series 63, Series 7 and SIE exams.

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ADVISOR BIO

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.

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ADVISOR BIO

Janean Evon Stripe is a financial advisor who has been working in the industry since 1989. Janean has worked for various financial institutions, including Securities America, Inc., The Advisors Group, Inc., and First Allied Securities, Inc. Janean is currently registered with LPL Financial LLC, offering advisory services in California and Texas. Janean is a Certified Financial Planner and holds Series 7 and Series 63 licenses. Janean has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. She provides a range of financial services, including financial planning, investment management, and insurance.

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ADVISOR BIO

Janeane Vena is an Investment Advisor Representative at Trilogy Capital, Inc., a firm based in Irvine, California. Janeane specializes in providing financial planning, pension consulting, and selection of other advisors. She is registered with the state of California as an Investment Advisor Representative. Janeane is a dedicated professional with experience in the financial services industry and a commitment to helping her clients achieve their financial goals.

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ADVISOR BIO

Janeen Dulcinea Ingram is a financial advisor with over 20 years of experience in the financial services industry. Janeen currently works at Calton & Associates, Inc., where she provides financial planning and portfolio management services to individuals and businesses. Janeen has held previous positions at Ameritas Investment Corp., Prudential Annuities Distributors, Inc, Principal Funds Distributor, Inc., A. G. Edwards & Sons, Inc., Morgan Stanley DW Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Janeen holds Series 7, Series 31, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE). Janeen is registered to conduct business in 12 states, including Arizona, California, Colorado, Florida, Idaho, Michigan, Nevada, Oregon, Texas, and Washington.

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ADVISOR BIO

Janelle Mattson is a registered representative with J.p. Morgan Securities LLC. Janelle is active in both the Broker/Dealer and Investment Advisor space. She is registered in California, Colorado, Florida and Indiana. Janelle has over seven years of experience in the financial services industry.

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ADVISOR BIO

Janelle Espinoza is a registered representative with J.p. Morgan Securities LLC, a firm based in New York, New York. Janelle is licensed to conduct business in California, and has been working in the industry since July 25, 2023. Janelle is a Series 63, 6TO, and SIE licensed representative.

SPECIALIZATIONS