MML Investors Services
42yrs
Top advisor by experience in Redwood City
21yrs
Jane Beule
Financial advisor at Griffin Black
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
Office702 Marshall Street Suite 411, Redwood City, CA 94063
FirmGriffin Black
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Griffin Black
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- 2005 – nowGriffin Black, LLCCurrent firm
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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jane
How do I contact Jane?
Call Griffin Black at (650) 368-5785 and ask for Jane Beule. Jane works from the Redwood City, CA office.
How long has Jane been a financial advisor?
Jane has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.
What licenses does Jane hold?
Series 65. 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?
Griffin Black 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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