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Jayne M Mansfield

Commonwealth Financial Network

Oxnard, CA

CRD 1074646

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Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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:

Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-09-29
  • CA RA
    APPROVED
    Since 2017-09-29

Branch Locations

300 E Esplanade Drive Suite 1800, Oxnard, CA 93036 • 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
Girard Securities, Inc. San Diego CA 08/2005 09/2017
United Capital Financial Advisers, Llc Oxnard CA 06/2009 09/2017
Commonwealth Financial Network Waltham MA 09/2017 Present
  • 08/2005 → 09/2017
    Girard Securities, Inc.
    San Diego, CA
  • 06/2009 → 09/2017
    United Capital Financial Advisers, Llc
    Oxnard, CA
  • 09/2017 → Present
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-04-29
S65 Uniform Investment Adviser Law Examination 1998-04-29
  • S63 Uniform Securities Agent State Law Examination
    1998-04-29
  • S65 Uniform Investment Adviser Law Examination
    1998-04-29
Other Names
  • Jayne Marie Mansfield
  • Jayne Mansfield Fenley
  • Jayne Marie Mansfield
  • Jayne Marie Fenley
  • Jayne M Fenley

View on SEC IAPD

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