Jane Mckenzie is a registered investment advisor, based in Santa Cruz, CA, with 26 years of industry experience.
Location
330 Locust Street, Santa Cruz, CA, 95060
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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 is an advisory representative of a RIA, spends minimal time as a director for Santa Cruz Surfing Preservation Society, and uses Point Santa Cruz Strategies as a business license name for marketing. Jane is also an independent insurance agent, dedicating a few hours per week, owns rental property, and owns Point Santa Cruz Strategies, Inc., dedicating nearly full-time hours to it.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Previous Registrations
Protected Investors of America
Protected Investors of AmericaBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Baikie & Alcantara INC.Broker
State Registrations3 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.