Janette Monica Schwendeman

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2015 → Present
  Lpl Financial, Llc
  Tempe, AZ
• 01/2020 → Present
  Graystone Partners Wealth Management, Llc
  Tempe, AZ
• 10/2025 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2020-01-14 → 2025-10-08
  Graystone Partners Wealth Management, Llc
  Tempe, AZ
• 2015-05-27 → 2015-10-23
  Lpl Financial Llc
  Phoenix, AZ
  Phoenix, AZ
  San Diego, CA
• 2012-10-01 → 2013-12-31
  J.P. Morgan Securities Llc
  Pacific Palisades, CA
  Denver, CO
  Broomfield, CO
  Denver, CO
  Denver, CO
• 2012-07-23 → 2012-10-01
  Chase Investment Services Corp.
  Pacific Palisades, CA
• 2011-01-03 → 2011-06-27
  Wells Fargo Clearing Services, Llc
  Brea, CA
• 2008-11-26 → 2011-01-03
  Wells Fargo Investments, Llc
  Placentia, CA
  Brea, CA
  Placentia, CA
  Newport Beach, CA

Other Businesses

1) 03/06/2024 - Lion Street Private Client Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/09/2023 - 10 Hours Per Month/ 5 Hours During Trading 2) 04/22/2024 - Copper Pines Holdings LLC - Real Estate Rental - Investment Related - Home based- Start Date 11/01/2020 - 5 Hours Per Month/ 0 Hours During Trading 3) 06/16/2025 - JMS Financial Services - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:02/22/2018 - 40 Hrs/Mth - 40 Hrs During Trading. 4)10/10/2025- Serve Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 10/07/2025- 160 Hours Per Month 5)10/10/2025- Private Advisor Group- Registered Investment Advisor Hybrid- INV Related- At Reported Business Location(s)- Start date 10/07/2025- 160 Hours Per Month- 160 Hours During Trading. I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 10/10/2025 - Serve Wealth Management - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s)- Start Date: 10/07/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 7) 11/07/2025 - Serve Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/22/2025 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2008-11-25

Designations

• Certified Financial Planner

Other Names

• Janette M Taylor
• Janette Monica Taylor
• Janette Monica Schwendeman
• Janeette M Schwendeman