CoverProfile

Jayne L. Smith

Principal and Wealth Advisor

Adero Partners

United States, California, Palo Alto

About Me

Jayne has over 30 years of experience in the investment advisory industry providing financial advice, portfolio management, planning, and detailed analysis to her clients. Before joining Adero, she was Vice President and Chief Compliance Officer at Pacific Advisory Group. Jayne’s primary focus is to build long-term relationships with all of her clients by giving personal, independent, and experienced advice. Jayne is a CFA® charterholder and is a member of Adero’s investment committee. She is also a member of the CFA Society of San Francisco. Jayne graduated from the University of California, Santa Barbara with a degree in Business Economics. She currently leads Adero’s DEI Coalition and

View more

Profile Information

Principal and Wealth Advisor

Adero Partners

Investment Team

Investor

Multi-Family Office

Palo Alto

California

United States

Oct 8, 2024

Work Experience

Adero Partners

Principal and Wealth Advisor
Jan 2022 - Present
Email: jayne@aderopartners.com

More profiles to browse

Profile Photo
Krissy Rhoades
Wealth Advisor
Profile Photo
Adam Farid
Wealth Advisor
Profile Photo
Evan Rothschild
Principal and Wealth Advisor
Profile Photo
Michael Spector
Co-founder & Chief Executive Officer

You Might Like

RM
Robert Murphy
Senior Client Service Specialist
Pinnacle Wealth Management Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services