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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

JANE MARIE BRAUN

Advisor at COMMONWEALTH FINANCIAL NETWORK

Coronado, CA

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Search this name across graphsid dfx:ria:a457c4bf-35c1-3def-5b42-a1d73992b7e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 25, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COMMONWEALTH FINANCIAL NETWORK
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 22, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Sep 22, 2003
First registration: Feb 25, 2005
Dual registered: yes, broker-dealer
Other names: JAME MARIE MORE|JANE MARIE MORE|JANE MARIE REEDER|JANE MARIE REEDER|JANE MORE ONGARO|JANE MORE ONGARO|JANE MARIE MORE
IAPD individual key: 1020782

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Nov 2, 2011	n/a	yes	Coronado, CA	Current employment
MANNING WEALTH MANAGEMENT, INC.	n/a	Nov 1, 2012	Feb 5, 2021	no	SAN DIEGO, CA	Previous registration
INDEPENDENT FINANCIAL GROUP, LLC	Bd affiliated wealth	Apr 1, 2010	Nov 1, 2011	no	SAN DIEGO, CA\|SAN DIEGO, CA\|CORONADO, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 2, 2009	Apr 5, 2010	no	SAN DIEGO, CA\|SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
WAMU INVESTMENTS, INC.	n/a	Dec 23, 2008	May 2, 2009	no	SAN DIEGO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 25, 2008	Dec 26, 2008	no	CORONADO, CA\|SAN DIEGO, CA\|CORONADO, CA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 1, 2008	Aug 1, 2008	no	CORONADO, CA\|CORONADO, CA\|SAN DIEGO, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 25, 2005	Jul 10, 2008	no	CORONADO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MANNING WEALTH MANAGEMENT, INC.	n/a	Feb 5, 2021	n/a	n/a	Departure no registered destination	Departure
INDEPENDENT FINANCIAL GROUP, LLC	COMMONWEALTH FINANCIAL NETWORK	Nov 1, 2011	Nov 2, 2011	1	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	INDEPENDENT FINANCIAL GROUP, LLC	Apr 5, 2010	Apr 1, 2010	-4	Firm change	Other
WAMU INVESTMENTS, INC.	CHASE INVESTMENT SERVICES CORP.	May 2, 2009	May 2, 2009	0	Bulk transfer	Other
LPL FINANCIAL LLC	WAMU INVESTMENTS, INC.	Dec 26, 2008	Dec 23, 2008	-3	Firm change	Other
WOODBURY FINANCIAL SERVICES, INC.	LPL FINANCIAL LLC	Aug 1, 2008	Jul 25, 2008	-7	Firm change	Other
LPL FINANCIAL LLC	WOODBURY FINANCIAL SERVICES, INC.	Jul 10, 2008	Jul 1, 2008	-9	Firm change	Other

Relationships

Registered with (7)

→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: current employment
Nov 2, 2011 to presentfactForm ADV
→ MANNING WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 1, 2012 to Feb 5, 2021factForm ADV
→ INDEPENDENT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Apr 1, 2010 to Nov 1, 2011factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 2, 2009 to Apr 5, 2010factForm ADV
→ WAMU INVESTMENTS, INC.Registered adviserregistration: previous registration
Dec 23, 2008 to May 2, 2009factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 25, 2008 to Dec 26, 2008factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 1, 2008 to Aug 1, 2008factForm ADV

Dated events

No dated event names this entity yet.