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Jeanette Lynn Beatty

Earned Wealth Advisors, LLC

Walnut Creek, CA

Westminster, CO

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Current Employers
Earned Wealth Advisors, Llc

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-28
  • CO RA
    APPROVED
    Since 2025-08-28

Branch Locations

165 Lennon Lane Suite 200, Walnut Creek, CA 94598 • United States

Westminster, CO • 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
Cuso Financial Services, Lp San Diego CA 08/2012 10/2020
Elevations Credit Union Boulder CO 07/2012 10/2020
Elevations Credit Union/Cuso Financial Services Boulder CO 07/2012 09/2020
Facet Wealth Baltimore MD 10/2020 08/2025
Facet Wealth Baltimore MD 10/2020 08/2025
Earned Wealth Advisors, Llc Walnut Creek CA 08/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-13
S63 Uniform Securities Agent State Law Examination 2009-12-29
  • S66 Uniform Combined State Law Examination
    2016-04-13
  • S63 Uniform Securities Agent State Law Examination
    2009-12-29
Designations
Other Names
  • Jeanette L Beatty
  • Jeanette L. Beatty
  • Jeanette Lynn Beatty

View on SEC IAPD

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ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

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Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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