Jane An
Investment adviser representative at Nwf Advisory Services Inc
19 yearsExperience
1 stateRegistered in
$6.4BFirm assets
28 yearsFirm in business
Are you Jane An? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
19 years in the industry.
- Nwf Advisory Services IncSep 2019 to now
- Osaic Wealth, Inc.Sep 2019 to now
- Monolithe Wealth Planning GroupOct 2007 to now
- Voya Financial AdvisorsAug 2016 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Nwf Advisory Services Inc
$6.4BAssets managed
11,433Clients
107Advisers
28 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
- 4683148
- Firm CRD
- 110410