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Jane Edith Swan

Veris Wealth Partners, LLC

Oakland, CA

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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

View on SEC IAPD

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