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JR

Jeanette G. Reinhard

ROBERTSON STEPHENS
Menlo Park, CA 94025
Some features on this profile are disabled
CRD#: 4720285
JR

Professional summary

Jeanette Garretty Reinhard, who also goes by Jeanette Garretty Deal, Jeanette A. Garretty, Jeanette Garretty, Jeanette Garretty Reinhard, is a registered financial advisor currently at ROBERTSON STEPHENS located in Menlo Park, California.

Jeanette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jeanette has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeanette Garretty Deal | Jeanette A. Garretty | Jeanette Garretty | Jeanette Garretty Reinhard

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanette Garretty Reinhard's CRS (Customer Relationship Summary).
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

June 22, 2018 - Present

ROBERTSON STEPHENS

Office #1: 1550 El Camino Real Suite 100, Menlo Park, CA 94025
RIA
CRD#: 289977
Menlo Park, CA
Past

October 8, 2019 - September 23, 2025

ROBERTSON STEPHENS CAPITAL MARKETS, LLC

BD
CRD#: 290635
Menlo Park, CA
Past

April 7, 2014 - January 12, 2018

ROBERTSON STEPHENS ADVISORS

RIA
CRD#: 166736
SAN FRANCISCO, CA
Past

April 7, 2014 - October 17, 2017

ROBERTSON STEPHENS SECURITIES

BD
CRD#: 167704
SAN FRANCISCO, CA
Past

January 3, 2011 - April 8, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PALO ALTO, CA
Past

January 3, 2011 - April 8, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PALO ALTO, CA
Past

July 14, 2004 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
PALO ALTO, CA
Past

May 26, 2004 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA
Registered Investment Advisory firm - (10/11/2017 Approved)

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
(6/22/2018)
IAR
Texas
(6/22/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/13/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/17/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/25/2004
General Securities Representative Examination

Current Firm

RS
ROBERTSON STEPHENS
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC

CRD#: 289977 / SEC#: 801-111814

RIA
Registered Investment Advisory firm - (10/11/2017 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
Mailing Address
Phone number
(415) 500-6810
Established
Firm type
Fiscal year end
# of Employees
113

SEC notice filing (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROBERTSON STEPHENS ADV PART 2A BROCHURE (6/30/2025)

Regulatory assets under management

Total Number of Accounts7,419
AUM (Assets Under Management)$ 7,139,384,497

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.

Company Information

ROBERTSON STEPHENS

CRD#: 289977Menlo Park, CA 94025

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