Jeanette Garretty Reinhard

Employer firm

Robertson Stephens CRD 289977

$8.76B regulatory AUM 90 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 12/2017
  Robertson Stephens Advisors
  San Francisco, CA
• 04/2014 → 11/2017
  Robertson Stephens Securities
  San Francisco, CA
• 01/2018 → Present
  Robertson Stephens Wealth Management, Llc
  Menlo Park, CA
• 09/2019 → 09/2025
  Robertson Stephens Capital Markets, Llc
  Menlo Park, CA

Previous Registrations

• 2014-04-07 → 2018-01-12
  Robertson Stephens Advisors
  San Francisco, CA
• 2011-01-03 → 2014-04-08
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
  Minneapolis, MN
• 2004-07-14 → 2011-01-03
  Wells Fargo Investments, Llc
  Palo Alto, CA
  Palo Alto, CA
  Palo Alto, CA

Other Businesses

1) 9/28/2023 The Phi Beta Kappa Society, a 501c3 non-profit, Investment Related; Chairman of the Investment Committee and Treasurer of Phi Beta Kappa Society, 1606 New Hampshire Avenue, NW, Washington, DC 20009, Investment Committee providing supervision of endowment assets managed by Prime -Bucholz.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-13

Other Names

• Jeanette Garretty Deal
• Jeanette Garretty Reinhard
• Jeanette A. Garretty
• Jeanette Garretty