JG
Jean C. Gannett
PARK PLACE WEALTH ADVISORS,
Orinda, CA 94563
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CRD#: 1809460
JG
Professional summary
Jean Crews Gannett, CFP®, who also goes by Jean Marlene Gannett, is a registered financial advisor currently at PARK PLACE WEALTH ADVISORS, INC located in Orinda, California.
Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jean has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 51, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jean Marlene Gannett
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.
PARK PLACE WEALTH ADVISORS, INC. POSITION: Co-Owner/Manager NATURE: Park Place Wealth Advisors, Inc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2007 ADDRESS: 18 Orinda Way, Orinda CA 94563 DESCRIPTION: Investment Advisory INSURANCE SALES POSITION: representative NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2007 ADDRESS: 18 Orinda Way, Orinda CA 94563 DESCRIPTION: As appropriate, insurance sales to clients based on their needs. DAUGHTERS OF THE AMERICAN REVOLUTION POSITION: Member NATURE: Daughters of the American Revolution INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2015 ADDRESS: 1228 Rossmoor Parkway, Walnut Creek CA 94595 DESCRIPTION: Volunteering collecting old flags for Veterans, bake sales etc DIABLO STAR CHAPTER ORDER OF THE EASTERN STAR POSITION: member NATURE: Member of a Fraternal organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/1983 ADDRESS: 9 Altarinda Road, Orinda CA 94563 DESCRIPTION: I am the representative for their mutual fund account. DAUGHTERS OF THE NILE POSITION: Member NATURE: Community service through Daughters of the Nile INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 9 Altarinda Road, Orinda CA 94563, United States DESCRIPTION: Fundraising and social group and I help them with a mutual fund.
CRS (Client Relationship Summary) - RIA
Click below to view Jean Crews Gannett's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
January 24, 2007 - Present
PARK PLACE WEALTH ADVISORS, INC
Office #1: 18 Orinda Way, Orinda, CA 94563RIA
CRD#: 142745
Orinda, CA
Past
December 8, 2016 - November 27, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ORINDA, CA
Past
February 2, 2007 - December 8, 2016
FOOTHILL SECURITIES, INC.
BD
CRD#: 1027
SUNNYVALE, CA
Past
July 8, 1997 - February 20, 2007
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
RIA
CRD#: 104790
ORINDA, CA
Past
May 4, 1994 - February 12, 2007
ASSOCIATED SECURITIES CORP.
BD
CRD#: 12969
ORINDA, CA
Past
March 21, 1988 - May 17, 1994
SIFE
BD
CRD#: 3355
WALNUT CREEK, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/24/2007)
IAR
Texas(4/5/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PP
PARK PLACE WEALTH ADVISORS, INC
PARK PLACE WEALTH ADVISORS, INC
CRD#: 142745 / SEC#:
California
Registered Investment Advisory firm - (1/24/2007 Approved)Texas
Registered Investment Advisory firm - (4/4/2017 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
18 Orinda Way, Orinda, CA 94563
Mailing Address
Phone number
(925) 254-7766
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 222 |
| AUM (Assets Under Management) | $ 78,631,414 |
Red Flags
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Company Information
PARK PLACE WEALTH ADVISORS, INC
CRD#: 142745Orinda, CA 94563TRUST BUT VERIFY
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