Jane Beule
GRIFFIN BLACK
Redwood City, CA 94063
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CRD#: 4934778
Professional summary
Jane Beule, CFP® is a registered financial advisor currently at GRIFFIN BLACK, LLC located in Redwood City, California.
Jane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jane has worked at 1 firm and has passed the Series 65 exam.
Biography
Over the years I have worked on Wall Street and I have worked in tech, but it is my current job that I find most fulfilling. Griffin Black, the company I founded in 2001, is a Registered Investment Advisor. We bring together a love of finance and passion for leveraging technology to help individuals and families make the most of their money and live the kind of lives that they envision.
Delivering great financial advice and service, however, requires more than good tools and technical expertise. It takes a real understanding of each individual client’s values, personality, and long-term goals. This human element is what distinguishes a great advisor from the pack, and what enables the creation of a personal financial strategy that has the potential to be implementable and fulfilling, as well as financially sound.
Are you hesitant to talk to a human advisor because you think it will be too expensive? (Hint: it needn’t be.) Are you looking for financial support and advice that is truly you-centric? Are you overwhelmed and confused by all of the automated financial tools and investment choices that are being pitched to you these days? If so, we’d be happy to hear from you.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Small Business Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
ExPat and Cross Border Issues
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jane Beule'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: 2008
Experience
Current
June 8, 2005 - Present
GRIFFIN BLACK, LLC
Office #1: 702 Marshall Street Suite 411, Redwood City, CA 94063RIA
CRD#: 134684
Redwood City, 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".
GRIFFIN BLACK, LLC
GRIFFIN BLACK, INC. | JANE BEULE ASSOCIATES | GRIFFIN BLACK, LLC
CRD#: 134684 / SEC#: 801-117753
RIA
Registered Investment Advisory firm - (12/10/2019 Approved)California
Registered Investment Advisory firm - (2/22/2020 Terminated)Louisiana
Registered Investment Advisory firm - (1/24/2020 Terminated)Texas
Registered Investment Advisory firm - (1/23/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (1/23/2020 Terminated)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(6/8/2005)
IAR
Texas(6/11/2010)
Current Firm
GRIFFIN BLACK, LLC
GRIFFIN BLACK, INC. | JANE BEULE ASSOCIATES | GRIFFIN BLACK, LLC
CRD#: 134684 / SEC#: 801-117753
RIA
Registered Investment Advisory firm - (12/10/2019 Approved)California
Registered Investment Advisory firm - (2/22/2020 Terminated)Louisiana
Registered Investment Advisory firm - (1/24/2020 Terminated)Texas
Registered Investment Advisory firm - (1/23/2020 Terminated)Wisconsin
Registered Investment Advisory firm - (1/23/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
702 Marshall Street Suite 411, Redwood City, CA 94063
Mailing Address
Po Box 2818, Redwood City, CA 94064-2818
Phone number
(650) 368-5785
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 644 |
| AUM (Assets Under Management) | $ 270,853,350 |
Red Flags
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Company Information
GRIFFIN BLACK, LLC
CRD#: 134684Redwood City, CA 94063TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
