Jane E. Best
AIF®, ChFC®Professional Summary
Jane E. Best, AIF®, ChFC®, who also goes by Jane Bhadra Best, Jane Ellen Best, Jane E. Best, Chfc, Rfc, Aif, Jane E Haitjema Best, Jane Ellen Helsel, was a registered financial advisor. Jane was a previously registered financial professional and started their career in finance 1985 - 2025. Jane had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jane Bhadra Best, Jane Ellen Best, Jane E. Best, Chfc, Rfc, Aif, Jane E Haitjema Best, Jane Ellen Helsel
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
BEST FINANCIAL SERVICES | JANE E. BEST DBA BEST FINANCIAL SERVICES, WSS | JANE E. BEST | JANE E BEST DBA BEST FINANICAL SERVICES | BEST WEALTH SERVICES, LLC | BEST FINANCIAL SVCS
Contact Information
Main Address
Encinitas, CAPhone Number
(760) 456-9347# of Employees
1Documents
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1990About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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