Best Investors Account Sign in
Inactive

Jane Edith Swan

Veris Wealth Partners, LLC

Oakland, CA

CRD 2888019

Claim This Profile
Employer firm

Veris Wealth Partners, LLC CRD 143588

$2.86B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Veris Wealth Partners, Llc

1111 Broadway Suite 300, Oakland, CA 94607 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-10
  • CA RA
    APPROVED
    Since 2025-12-10

Branch Locations

1111 Broadway Suite 300, Oakland, CA 94607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Veris Wealth Partners, Llc San Francisco CA 02/2015 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

INFINITY FINANCIAL SERVICES ADVISORY
CETERA INVESTMENT ADVISERS LLC
HOODOO

Nearby Investors

GREGORY BURTON GILBERT
STERLING CARMEN HIRSCH
Mark CHRISTOPHER DeVito

Nearby Offices

INFINITY FINANCIAL SERVICES ADVISORY · OAKLAND, CA
CETERA INVESTMENT ADVISERS LLC · OAKLAND, CA
HOODOO · OAKLAND, CA

More in Oakland, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor