Jana Cole
Jana Cole is a registered investment advisor at Blackrock Investment Management, LLC, based in Pleasanton, CA, with 20 years of industry experience. Jana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Pleasanton, CA
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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.
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Jana owns a residential rental property in San Diego County, CA, since 2011. She spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Blackrock Investments, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Goldman Sachs Asset Management, L.P.
Goldman, Sachs & CO.
Goldman, Sachs & CO.Broker
State Registrations53 states
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