Jane
Swan
Veris Wealth Partners, LLC
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About this Advisor
Jane Swan is a chartered financial analyst who works out of San Francisco, California with 8 years of industry experience. Swan is on the advisory team at Veris Wealth Partners, LLC. During their career, the advisor has held roles at Veris Wealth Partners, LLC and Northern Trust Company. Swan is registered to work in California. Veris Wealth Partners, LLC is a financial advisory company that has its headquarters in San Francisco, CA. The firm has offices in three locations and a total of 25 financial advisors. It oversees $2 billion in assets across its 2,212 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 33 charitable organizations. Of its 2,212 customer accounts, 70% belong to high-net-worth clients who have more than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on the type of financial services provided. However, fee types billed by Veris Wealth Partners, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Veris Wealth Partners, LLC Brokerage Details
$1,792,896,266
25
2,212
$810,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jane Swan Work History
Jane has been registered as a financial advisor for 8 years.*
Veris Wealth Partners, LLC
Northern Trust Company
*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 Jane Swan 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 Veris Wealth Partners, LLC
New York, NY
New York, NY
New York, NY
Portsmouth, NH
San Francisco, CA
Portsmouth, NH
San Francisco, CA
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