Best Investors Account Sign in
Inactive

Jane K Yoo

Jane Financial, LLC

Oakland, CA

Claim This Profile
Current Employers
Jane Financial, Llc

Oakland, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-23
CA RA APPROVED 2017-05-24
  • TX RA
    APPROVED_RES
    Since 2022-06-23
  • CA RA
    APPROVED
    Since 2017-05-24

Branch Locations

Oakland, CA • 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
Aspiriant San Francisco CA 09/2013 03/2017
Jane Financial, Llc Oakland CA 03/2017 Present
  • 09/2013 → 03/2017
    Aspiriant
    San Francisco, CA
  • 03/2017 → Present
    Jane Financial, Llc
    Oakland, CA
Previous Registrations
  • 2017-01-30 → 2017-04-13
    Aspiriant, Llc
    San Francisco, CA
    Los Angeles, CA
  • 2012-12-07 → 2013-06-13
    Waypoint Wealth Partners
    Mill Valley, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-06
  • S65 Uniform Investment Adviser Law Examination
    2012-12-06
Designations

View on SEC IAPD

More in Oakland, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor