Jane
Bang

Nerdwallet Advisory

CRD#7821612
Investment Advisor
in San Francisco, CA

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About this Advisor

Jane Bang is a financial advisor based in San Francisco, California, working with Nerdwallet Advisory. Jane has previously held positions at Bain & Company, University Of Pennsylvania, Nerdwallet Inc, Wwes Industries Corp, Nerdwallet Advisory, and Yale University. Jane has passed the Series 65 regulatory exam and is registered to provide services in California and New York. Currently, Jane is part of Nerdwallet Advisory, which operates out of San Francisco, California. The firm has 3 employees and offers services including financial planning services and selection of other advisers. The fee structure at Nerdwallet Advisory includes fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Selection of other advisers

Fee Structure

Fixed Fees

Office Location

55 Hawthorne Street, 10Th Floor
San Francisco, CA 94105

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Nerdwallet Advisory Brokerage Details

Total Number of Employees

3

CA Average: 43

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers

Jane Bang Work History

2023 - Present (1 year)

Nerdwallet Advisory

2020 - Present (4 years)

Wwes Industries Corp

2020 - Present (4 years)

Nerdwallet Inc

2019 - 2019 (< 1 year)

Nerdwallet Inc

2019 - 2020 (1 year)

University Of Pennsylvania

2018 - 2020 (2 years)

University Of Pennsylvania

2014 - 2018 (4 years)

Bain & Company

2010 - 2014 (4 years)

Yale University

Disclosures

Please visit the SEC profile of Jane Bang 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 Nerdwallet Advisory

Heather Comella
Folsom, CA
Meredith Clark
San Francisco, CA
Mark Christopher Reyes
Hawthorne, CA
Jane Bang
San Francisco, CA
Magdalena Doemeny
Encinitas, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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