Janette
Schwendeman

Graystone Partners Wealth Management, LLC

CRD#5600261
Investment Advisor
in Tempe, AZ

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About this Advisor

Janette Schwendeman is a certified financial planner who works out of Tempe, Arizona with 3 years of relevant experience. Schwendeman is on the advisory team at Graystone Partners Wealth Management, LLC. Their career trajectory has included roles at J.P. Morgan Securities LLC, Jp Morgan Chase, Arizona Bank & Trust, Lpl Financial LLC, Graystone Partners Wealth Management, LLC and Lpl Financial, LLC. Schwendeman has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona and Texas. Graystone Partners Wealth Management, LLC is an advisory firm headquartered in Tempe, AZ. It handles $202 million in assets among its 1,188 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,188 accounts, 27% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Graystone Partners Wealth Management, LLC performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically depend on the type of financial services provided. However, fee types charged by Graystone Partners Wealth Management, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1095 West Rio Salado Parkway Suite 101
Tempe, AZ 85281

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Graystone Partners Wealth Management, LLC Brokerage Details

Total Assets Under Management

$202,440,966

AZ Average: $1,555,372,352
Total Number of Employees

5

AZ Average: 37
Total Number of Accounts

1,188

AZ Average: 1,370
Average Account Size

$170,405

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Janette Schwendeman Work History

Janette has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Graystone Partners Wealth Management, LLC

2015 - Present (9 years)

Lpl Financial, LLC

2015 - 2015 (< 1 year)

Jp Morgan Chase

2015 - 2015 (< 1 year)

Arizona Bank & Trust

2015 - 2015 (< 1 year)

Lpl Financial LLC

2013 - 2015 (2 years)

Jp Morgan Chase

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Janette Schwendeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Graystone Partners Wealth Management, LLC

Jerry Gray
Tempe, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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