Jane Braun
Jane Braun is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Coronado, CA, with 39 years of industry experience. Jane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
1013 Park Place, Coronado, CA, 92118
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jane sells fixed insurance products and is an investment advisor representative (IAR) with Manning Wealth Management, Inc. She is also president of Crown Financial Planning corporation and owns rental property in Hilton Head Island, SC, dedicating minimal time to these activities.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Manning Wealth Management, INC.
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Wamu Investments, INC.
Wamu Investments, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Wm Financial Services, INC.Broker
Fortis Investors, INC.Broker
Miller & Schroeder Financial, INC.Broker
Amev Investors, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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