Jane
Mcauliffe
Axis Wealth Partners, LLC
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About this Advisor
Jane Mcauliffe is a financial advisor working in East Greenwich, Rhode Island with 6 years of industry experience. Mcauliffe is currently employed by Axis Wealth Partners, LLC. Throughout their career, they have worked at Axis Advisors LLC, Forbes Financial Planning Inc, Home, Forbes Financial Planning, Inc and The Shuster Group. Mcauliffe holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Rhode Island. Axis Wealth Partners, LLC is a company operating out of East Providence, RI. It has offices in two locations and a total of 10 financial advisors. It controls $173 million in assets among its 1,209 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,209 accounts, just 14% belong to high-net-worth clients who have greater than $1 million in investable assets. The business provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types billed by Axis Wealth Partners, LLC most 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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Axis Wealth Partners, LLC Brokerage Details
$172,662,630
10
1,209
$142,814
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jane Mcauliffe Work History
Jane has been registered as a financial advisor for 6 years.*
Axis Advisors LLC
Forbes Financial Planning Inc
Forbes Financial Planning, Inc
The Shuster Group
Home
*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 Mcauliffe 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 Axis Wealth Partners, LLC
East Providence, RI
East Providence, RI
East Greenwich, RI
East Providence, RI
East Providence, RI
Newport, RI
East Providence, RI
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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