Janet Grantz Hart
Investment adviser representative at Commonwealth Financial Network
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Censia Wealth AdvisorsJul 2022 to now
- Commonwealth Financial NetworkJul 2022 to now
- The Hart Group- Insurance SalesJan 2012 to now
- Arbor Point AdvisorsDec 2016 to Jul 2022
- Securities America, Inc.Dec 2016 to Jul 2022
- Foothill Securities, Inc.Feb 1996 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2137359
- Firm CRD
- 8032