Unclaimed Profile

Janette Monica Schwendeman

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC·TEMPE, Arizona

SIE, Series 7, Series 66CFPClean record17 years registeredGRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

1095 WEST RIO SALADO PARKWAY, TEMPE, AZ 85281CRD# 5600261Firm CRD# 306068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Janette Monica Schwendeman · TEMPE, AZ

Registration

CRD #5600261 · GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

PRIVATE ADVISOR GROUP, LLC

Oct 2025 – present

LPL FINANCIAL LLC

Nov 2015 – present

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Jan 2020 – Oct 2025

TEMPE, AZ

LPL FINANCIAL LLC

Nov 2015 – Apr 2020

TEMPE, AZ

LPL FINANCIAL LLC

May 2015 – Oct 2015

PHOENIX, AZ

J.P. MORGAN SECURITIES LLC

Oct 2012 – Dec 2013

BROOMFIELD, CO

CHASE INVESTMENT SERVICES CORP.

Jul 2012 – Oct 2012

PACIFIC PALISADES, CA

WELLS FARGO ADVISORS, LLC

Jan 2011 – Jun 2011

BREA, CA

WELLS FARGO INVESTMENTS, LLC

Nov 2008 – Jan 2011

BREA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 26, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

CRD 306068 · SEC 801-117895

AUM

$266M

Regulatory assets under management

Employees

1,440 client accounts

Services offered by GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Janette Monica Schwendeman offer?

Janette Monica Schwendeman specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.

What are Janette Monica Schwendeman's credentials?

Janette Monica Schwendeman holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Janette Monica Schwendeman located?

Janette Monica Schwendeman is based in TEMPE, Arizona, working with GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.

How does Janette Monica Schwendeman charge for services?

Janette Monica Schwendeman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC?

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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