JS
ChFC
JS
ChFC

Jane Sobottka

6 Years of Experience
Yakima, WA
BrokerSells Insurance

Jane Sobottka is a ChFC-designated registered investment advisor, based in Yakima, WA, with 6 years of industry experience.

Location

10 N 5th Avenue, Yakima, WA, 98902

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Jane works as a Wealth Advisor for Columbia Wealth Advisors and Umpqua Bank since 2019, spending about half her time at each. In these roles, Jane is licensed to advise clients on securities and insurance transactions.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2020 - October 2023 · 3 yrs 9 mos
Cetera Investment Services LLCBroker
November 2019 - October 2023 · 3 yrs 11 mos
State Registrations5 states
IDMTORTNWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jane Sobottka - Financial Advisor | TrueAdvisor