This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-24-2017
- Office Locations
- 1
Office Locations
About Jane Financial, LLC
Jane Financial, LLC is a fee-only CFP(R) practice serving tech professionals planning a sabbatical, career shift, or exit. Jane Yoo provides ongoing financial planning and portfolio construction with deep equity-compensation expertise, working with a limited number of clients for proactive service. Custody includes Charles Schwab; portfolios commonly use mutual funds and ETFs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 16 clients, or 16 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Jane Financial, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Jane Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JANE K YOO
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5562051
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,420,373 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,420,373 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Jane Financial, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.