Jeanette
Reinhard
Robertson Stephens Wealth Management, LLC
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About this Advisor
Jeanette Reinhard is a financial advisor based in San Francisco, California who has 5 years of industry experience. Reinhard works at Robertson Stephens Wealth Management, LLC. Throughout their career, Reinhard has worked at Wells Fargo Advisors LLC, Robertson Stephens Advisors, Robertson Stephens Securities, Robertson Stephens Wealth Management, LLC and Robertson Stephens Capital Markets, LLC. Reinhard holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Robertson Stephens Wealth Management, LLC is a registered investment firm that has its headquarters in San Francisco, CA. The company has offices in 18 locations and a total of 77 financial advisors. It manages $4 billion in total assets among its 3,277 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to seven charitable organizations. Of its 3,277 accounts, 52% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types billed by Robertson Stephens Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Robertson Stephens Wealth Management, LLC Brokerage Details
$3,694,032,395
77
3,277
$1,127,260
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeanette Reinhard Work History
Jeanette has been registered as a financial advisor for 5 years.*
Robertson Stephens Capital Markets, LLC
Robertson Stephens Wealth Management, LLC
Robertson Stephens Advisors
Robertson Stephens Securities
Wells Fargo Advisors 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 Jeanette Reinhard 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 Robertson Stephens Wealth Management, LLC
Austin, TX
Houston, TX
New York, NY
New York, NY
New York, NY
Boise, ID
San Francisco, CA
Holmdel, NJ
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