Jane Swan
Veris Wealth Partners · Oakland, California
Jane Swan is a fee-only financial advisor at Veris Wealth Partners in Oakland, California, who holds the CFA credential. Jane focuses on sustainable & impact investing and family wealth transfer. Veris Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Veris Wealth Partners |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $5,000,000 asset minimum |
| Assets under management | $2.86B across 2,475 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 2888019 |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.veriswp.com |
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Questions about Jane
Is Jane Swan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jane holds no broker registration, and Veris Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jane charge for financial advice?
Jane's firm, Veris Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Jane charge?
According to Veris Wealth Partners's website, checked October 30, 2026: a $5,000,000 asset minimum.
Where is Jane Swan based?
Jane Swan is based in Oakland, California.
What does Jane specialize in?
Jane's specialties include sustainable & impact investing and family wealth transfer. Jane works with founders, multi-generational families and ultra high net worth.
What credentials does Jane Swan hold?
Jane Swan holds the CFA credential.
Is Jane Swan registered with the SEC?
Yes. Jane Swan is registered as an investment adviser representative in CA (CRD 2888019), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veris Wealth Partners manage?
Veris Wealth Partners reports $2.86B across 2,475 accounts in assets under management.
How do I contact Jane Swan?
Through Jane's website, www.veriswp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Veris Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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