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Nancy Jo Deschane

WEINTRAUB CAPITAL MANAGEMENT, L.P.·SAN FRANCISCO, California
Clean recordWEINTRAUB CAPITAL MANAGEMENT, L.P.
44 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 2096655Firm CRD# 136068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Jo Deschane · SAN FRANCISCO, CA
Registration
CRD #2096655 · WEINTRAUB CAPITAL MANAGEMENT, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nancy Jo Deschane is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WEINTRAUB CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WEINTRAUB CAPITAL MANAGEMENT, L.P.
WEINTRAUB CAPITAL MANAGEMENT, L.P.
AUM
$1.4B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at WEINTRAUB CAPITAL MANAGEMENT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 2096655
Firm CRD# 136068
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Jo Deschane offer?
Nancy Jo Deschane specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Nancy Jo Deschane's credentials?
Nancy Jo Deschane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Jo Deschane located?
Nancy Jo Deschane is based in SAN FRANCISCO, California, working with WEINTRAUB CAPITAL MANAGEMENT, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Nancy Jo Deschane charge for services?
Nancy Jo Deschane's firm is compensated through percentage of aum, performance-based fees, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEINTRAUB CAPITAL MANAGEMENT, L.P.?
WEINTRAUB CAPITAL MANAGEMENT, L.P. has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jerald Martin Weintraub
SAN FRANCISCO, CA
Melody R. Howe Weintraub
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Research
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