JS
Jayne R. Schaeffer
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CRD#: 5298604
JS
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jayne Robin Schaeffer, who also goes by Jayne R Schaeffer, was a registered financial professional .
Jayne is a previously registered financial professional and started their career in finance in 2007. Jayne had worked at 4 firms .
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jayne R Schaeffer
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.
CPA / PARTNER WITH REINSEL KUNTZ LESHER LLP, WYOMISSING, PA SINCE 1985. 200 HOURS OR GREATER PER MONTH. PARTNER IN TAX SERVICES. NONINVESTMENT RELATED.
PARTNER IN 1330 BROADCASTING PARTNERSHIP (WYOMISSING, PA) - BEGAN 10/2005 - RECEIVES QUARTERLY DISTRIBUTIONS FROM RENTAL INCOME. MINIMAL HOURS.
READING MUSICAL FOUNDATION, READING, PA ASSISTANT TREASURER AND FINANCE COMMITTEE SINCE 2005. SEVERAL HOURS PER MONTH.
AMERICAN RED CROSS FINANCE COMMITTEE, READING, PA SINCE 2000. SEVERAL HOURS PER MONTH.
UNITED WAY BERKS COUNTY, READING, PA FINANCE COMMITTEE SINCE 1997. SEVERAL HOURS PER MONTH.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
July 12, 2024 - April 9, 2025
FOCUS PARTNERS WEALTH, LLC
RIA
CRD#: 159289
FLEETWOOD, PA
Past
October 26, 2016 - November 14, 2024
BUCKINGHAM STRATEGIC WEALTH, LLC
RIA
CRD#: 143323
Wyomissing, PA
Past
February 8, 2012 - November 16, 2016
HERBEIN WEALTH MANAGEMENT, L.L.C.
RIA
CRD#: 118114
WYOMISSING, PA
Past
March 1, 2007 - December 10, 2008
STERLING FINANCIAL ADVISORS, LLC
RIA
CRD#: 111962
WYOMISSING, PA
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".
FOCUS PARTNERS WEALTH, LLC
ATLAS PRIVATE WEALTH MANAGEMENT | THE COLONY GROUP, LLC | THE COLONY GROUP OF MISSOURI, LLC | THE COLONY GROUP OF FLORIDA, LLC | NEIRG WEALTH MANAGEMENT | MID-CONTINENT CAPITAL | INTEROCEAN CAPITAL GROUP | HUNT VALLEY WEALTH | HOYLECOHEN | GYL FINANCIAL SYNERGIES | GW & WADE AT THE COLONY GROUP | GW & WADE | GRATUS CAPITAL | FOCUS PARTNERS WEALTH, LLC | D. K. BREDE INVESTMENT MANAGEMENT COMPANY, A FOCUS PARTNERS WEALTH COMPANY | D. K. BREDE INVESTMENT MANAGEMENT COMPANY | CONNECTUS PRIVATE | COLONY WEALTH MANAGEMENT, A DIVISION OF THE COLONY GROUP, LLC | COLONY INVESTMENT MANAGEMENT, A DIVISION OF THE COLONY GROUP, LLC | CHURCHILL MANAGEMENT GROUP | BUCKINGHAM STRATEGIC WEALTH
CRD#: 159289 / SEC#: 801-72862
RIA
Registered Investment Advisory firm - (12/7/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
Current Firm
FOCUS PARTNERS WEALTH, LLC
ATLAS PRIVATE WEALTH MANAGEMENT | THE COLONY GROUP, LLC | THE COLONY GROUP OF MISSOURI, LLC | THE COLONY GROUP OF FLORIDA, LLC | NEIRG WEALTH MANAGEMENT | MID-CONTINENT CAPITAL | INTEROCEAN CAPITAL GROUP | HUNT VALLEY WEALTH | HOYLECOHEN | GYL FINANCIAL SYNERGIES | GW & WADE AT THE COLONY GROUP | GW & WADE | GRATUS CAPITAL | FOCUS PARTNERS WEALTH, LLC | D. K. BREDE INVESTMENT MANAGEMENT COMPANY, A FOCUS PARTNERS WEALTH COMPANY | D. K. BREDE INVESTMENT MANAGEMENT COMPANY | CONNECTUS PRIVATE | COLONY WEALTH MANAGEMENT, A DIVISION OF THE COLONY GROUP, LLC | COLONY INVESTMENT MANAGEMENT, A DIVISION OF THE COLONY GROUP, LLC | CHURCHILL MANAGEMENT GROUP | BUCKINGHAM STRATEGIC WEALTH
CRD#: 159289 / SEC#: 801-72862
RIA
Registered Investment Advisory firm - (12/7/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
190 Carondelet Plaza Suite 600, St. Louis, MO 63105
Mailing Address
Phone number
(314) 725-0455
Established
Firm type
Fiscal year end
# of Employees
1,600
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,141 |
| AUM (Assets Under Management) | $ 95,889,888,426 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/20/2024 | ||
| 07/26/2023 |
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.
