Jeanette Lynn Beatty

Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 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

• 08/2012 → 10/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 07/2012 → 10/2020
  Elevations Credit Union
  Boulder, CO
• 07/2012 → 09/2020
  Elevations Credit Union/Cuso Financial Services
  Boulder, CO
• 10/2020 → 08/2025
  Facet Wealth
  Baltimore, MD
• 10/2020 → 08/2025
  Facet Wealth
  Baltimore, MD
• 08/2025 → Present
  Earned Wealth Advisors, Llc
  Walnut Creek, CA

Previous Registrations

• 2020-10-20 → 2025-08-15
  Facet
  West Palm Beach, FL
  Westminster, CO
• 2016-04-13 → 2020-09-16
  Cuso Financial Services, L.P.
  Boulder, CO
  Boulder, CO
  Boulder, CO
  Boulder, CO

Exams

• S66 Uniform Combined State Law Examination
  2016-04-13
• S63 Uniform Securities Agent State Law Examination
  2009-12-29

Designations

• Certified Financial Planner

Other Names

• Jeanette L Beatty
• Jeanette L. Beatty
• Jeanette Lynn Beatty