Jane L. Edmondson

JLE WEALTH MANAGEMENT

San Diego, CA 92131

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CRD#: 2198396

Professional summary

Jane Louise Edmondson, who also goes by Jane L Edmondson, Jane Louise Sutherland, is a registered financial advisor currently at JLE WEALTH MANAGEMENT, LLC located in San Diego, California.

Jane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jane has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jane L Edmondson | Jane Louise Sutherland

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.

Ms. Edmondson is the majority owner of EQM Indexes, LLC ("EQMI") located at 10620 Treena St., Suite 230, San Diego, CA 92131. Ms. Edmondson began this position in October 2015. EQMI is investment-related. However, EQMI does not provide investment advice, nor offer the sale of securities, but does partner and receive compensation in connection with licensing its indices to third parties to serve as benchmarks for Exchange Traded Products (�??ETPs�?) such as Exchange Traded Funds (�??ETFs�?), Exchange Traded Notes (�??ETNs�?), and other similar products. Ms. Edmondson spends approximately 90% of her time with EQMI.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jane Louise Edmondson'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®

None

Experience

Current

January 9, 2020 - Present

JLE WEALTH MANAGEMENT, LLC

Office #1: 10755 Scripps Poway Parkway #298, San Diego, CA 92131

RIA

CRD#: 167171

San Diego, CA

Past

June 26, 2013 - December 31, 2019

JLE WEALTH MANAGEMENT, LLC

RIA

CRD#: 167171

SAN DIEGO, CA

Past

July 21, 2010 - November 8, 2012

ALLIANZ GLOBAL INVESTORS U.S. LLC

RIA

CRD#: 149003

SAN DIEGO, CA

Past

April 1, 2010 - November 13, 2012

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

CRD#: 25567

SAN DIEGO, CA

Past

May 22, 2001 - January 3, 2011

NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC

RIA

CRD#: 104606

SAN DIEGO, CA

Past

January 6, 1998 - April 15, 2010

NICHOLAS-APPLEGATE SECURITIES LLC

CRD#: 31205

SAN DIEGO, CA

Past

February 17, 1992 - April 3, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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
(1/9/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/10/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/24/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/11/1992

General Securities Representative Examination

Current Firm

JLE WEALTH MANAGEMENT, LLC

EQM CAPITAL LLC | JLE WEALTH MANAGEMENT, LLC

CRD#: 167171 / SEC#:

California

Registered Investment Advisory firm - (1/9/2020 Approved)

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Contact information

Main Address

10620 Treena St. Suite 230, San Diego, CA 92131

Mailing Address

10755 Scripps Poway Parkway #398, San Diego, CA 92131

Phone number

(858) 935-6041

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 4,668,978

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Jane L. Edmondson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jane Louise Edmondson's CRS (Customer Relationship Summary).

Certified licenses

Experience

JLE WEALTH MANAGEMENT, LLC

JLE WEALTH MANAGEMENT, LLC

ALLIANZ GLOBAL INVESTORS U.S. LLC

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC

NICHOLAS-APPLEGATE SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 4/10/2001

Series 63

Date: 2/24/1992

Series 7

Date: 2/11/1992

Current Firm

JLE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JLE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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