Unclaimed Profile

Janis Mayo Horne

BAILARD, INC.·FOSTER CITY, California

SIE, Series 6, Series 7, Series 24, Series 26, Series 62, Series 63, Series 65CFAClean record29 years registeredBAILARD, INC.

950 TOWER LN, FOSTER CITY, CA 94404-2131CRD# 1764068Firm CRD# 110550

Profile Verification

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

Identity

Janis Mayo Horne · FOSTER CITY, CA

Registration

CRD #1764068 · BAILARD, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BAILARD, INC.

BAILARD, INC.

Jul 1997 – Jun 2020

FOSTER CITY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 62

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAILARD, INC.

CRD 110550 · SEC 801-8562

AUM

$6.1B

Regulatory assets under management

Employees

2,451 client accounts

Services offered by BAILARD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAILARD, INC. →

Introduction

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Frequently Asked Questions

What services does Janis Mayo Horne offer?

Janis Mayo Horne specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Janis Mayo Horne's credentials?

Janis Mayo Horne holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Janis Mayo Horne located?

Janis Mayo Horne is based in FOSTER CITY, California, last registered with BAILARD, INC..

How does Janis Mayo Horne charge for services?

Janis Mayo Horne's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAILARD, INC.?

BAILARD, INC. has approximately 75 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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