Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
23yrs
Jane An
Financial advisor at NWF Advisory Services
Jane An is a fiduciary financial advisor in Newport Beach, California, with 23 years in the industry. Jane joined NWF Advisory Services in 2019, after three years at Voya Financial Advisors and seven years at Investors Capital. NWF Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office4340 Von Karman Ave. Suite 200, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$562,071
Advisors at the firm87
States licensed ?1 state
Services through NWF Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowNWF Advisory Services Inc.Current firm
- 2016 – 2019Voya Financial Advisors, Inc.Previously
- 2009 – 2016Investors Capital Corp.Previously
- Oct 2007 – Mar 2009LPL Financial LLCPreviously
- 2003 – 2007Ameriprise Financial Services, LLCPreviously
Contact Jane
4340 Von Karman Ave. Suite 200Newport Beach, CA 92660Office · Get directions Firm main line(310) 475-5854Headquarters: NWF Advisory Services · Los Angeles, CA Facebook pageNWF Advisory Services
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Questions to ask Jane
Tailored to Jane’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jane
How do I contact Jane?
Call NWF Advisory Services at (310) 475-5854 and ask for Jane An. Jane works from the Newport Beach, CA office.
How long has Jane been a financial advisor?
Jane has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Jane hold?
Series 66. Tap any license on this page to see what it allows.
Is Jane a fiduciary?
Jane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jane paid?
NWF Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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