![Jeanette Smith, financial advisor Santa Rosa CA](/img/ws/profile-blank-sq.png)
Jeanette Smith (CRD# 2260448) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Rosa, CA and has over 31 years of experience in the finance industry.
![Geoffrey Aden, financial advisor Santa Rosa CA](/img/ws/profile-blank-sq.png)
CRD# 2169633
Osaic Wealth, Inc.
![Jimmie Alexander, financial advisor Santa Rosa CA](/img/ws/profile-blank-sq.png)
CRD# 2087674
Osaic Wealth, Inc.
![Melissa Alfsen, financial advisor Santa Rosa CA](/img/ws/profile-blank-sq.png)
CRD# 6119346
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank, Ssb | Santa Rosa, CA | Feb 2016 - Current | 8 |
Charles Schwab & Company, Inc. | Santa Rosa, CA | Feb 2016 - Current | 8 |
Lpl Financial, LLC | San Rafael, CA | Sep 2014 - Feb 2016 | 1 |
Global Retirement Partners | San Rafael, CA | Sep 2014 - Feb 2016 | 1 |
Financial Telesis Inc. | San Rafael, CA | Jun 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1993 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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