Sara Jane Andres
Investment adviser representative at Sharebuilder 401k
10 yearsExperience
2 statesRegistered in
$0Firm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wolfpack Brokerage ServicesJul 2026 to now
- Msx Securities LLCJun 2026 to now
- Bosonic SecuritiesJun 2024 to now
- Sharebuilder 401k, LLCSep 2018 to now
- Antestari, LLCAug 2018 to now
- Sequence Financial SpecialistsJun 2024 to Apr 2026
- Dealmaker Securities LLCAug 2021 to Jun 2022
- Benchmark Investments, IncMay 2020 to Feb 2022
- M FinancialJun 2017 to Jun 2018
- Self EmployedJan 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (SD, WA).
Sharebuilder 401k
Legal name: Sharebuilder Advisors, LLC
$0Assets managed
5,500Clients
17Advisers
7 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
- 2985300
- Firm CRD
- 300537