Jane L. Edmondson
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jane Louise Edmondson's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2020 - Present
JLE WEALTH MANAGEMENT, LLC
Office #1: 10755 Scripps Poway Parkway #298, San Diego, CA 92131June 26, 2013 - December 31, 2019
JLE WEALTH MANAGEMENT, LLC
July 21, 2010 - November 8, 2012
ALLIANZ GLOBAL INVESTORS U.S. LLC
April 1, 2010 - November 13, 2012
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
May 22, 2001 - January 3, 2011
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC
January 6, 1998 - April 15, 2010
NICHOLAS-APPLEGATE SECURITIES LLC
February 17, 1992 - April 3, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/9/2020)
Exams
Current Firm
JLE WEALTH MANAGEMENT, LLC
CRD#: 167171 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 4,668,978 |
Red Flags
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