J L Schneider & Associates
Jan Schneider is the founder of JL Schneider & Associates, Inc. JL Schneider & Associates, Inc. is an independent Registered Investment Advisor providing comprehensive, collaborative financial plans for individuals,
Jan also provides her clients investment advice and wealth management services. She is a registered General Securities Principal and an Investment Advisor Representative with LPL Financial.
Jan began her financial planning career in 1978. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 1981. She holds securities registrations 7, 24, 63 and 65, registered through LPL Financial. She holds a California Insurance License (#0560988). Jan graduated from the University of Oregon with a B.A. in Speech Pathology & Audiology (1975) and an M.A. in Special Education (1976).
In addition to providing personalized financial and investment planning for her clients, Jan sends her clients quarterly letters and consolidated portfolio performance reports. She also offers informational meetings several times each year and hosts an annual client appreciation event. She and her staff pride themselves on prompt, courteous service at all times.
Jan is committed to the financial planning process and to getting the word out about the benefits of planning. She and her team enjoy providing informational workshops and meetings to interested groups and students in the local community. A resident of Sonoma County since 1976, Jan loves to hike and take long walks in the many beautiful parks in the area. A regular at the local farmers’ markets, she enjoys cooking with fresh, local ingredients.
Click here to view Jan’s LPL Financial Brochure Supplement to learn more about her experience and education.