AdvisorOS Directory
Claim Profile
Unclaimed Profile
EC

Elizabeth Sarah Collins

JHW FINANCIAL SERVICES INC.·SAN RAFAEL, California
SIE, Series 7, Series 14, Series 24, Series 27, Series 51, Series 63, Series 79TO, Series 99TOClean recordJHW FINANCIAL SERVICES INC.
4340 REDWOOD HIGHWAY, SAN RAFAEL, CA 94903CRD# 4714831Firm CRD# 31012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Sarah Collins · SAN RAFAEL, CA
Registration
CRD #4714831 · JHW FINANCIAL SERVICES INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 27
Series 51
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
JHW FINANCIAL SERVICES INC.
CRD 31012 · SEC 801-63974
AUM
$324M
Regulatory assets under management
Employees
215
1,100 client accounts
Services offered by JHW FINANCIAL SERVICES INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
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 JHW FINANCIAL SERVICES INC. →
Introduction

Speak with Elizabeth Sarah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Elizabeth Sarah is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN RAFAEL?

Browse all registered financial advisors in SAN RAFAEL, California or claim this profile if it's yours.

Browse SAN RAFAEL AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Elizabeth Sarah Collins offer?
Elizabeth Sarah Collins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAFAEL, California for a consultation.
What are Elizabeth Sarah Collins's credentials?
Elizabeth Sarah Collins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Sarah Collins located?
Elizabeth Sarah Collins is based in SAN RAFAEL, California, working with JHW FINANCIAL SERVICES INC.. Their office serves clients in the SAN RAFAEL metropolitan area and surrounding communities.
How does Elizabeth Sarah Collins charge for services?
Elizabeth Sarah Collins's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JHW FINANCIAL SERVICES INC.?
JHW FINANCIAL SERVICES INC. has approximately 215 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at JHW FINANCIAL SERVICES INC.

Patricia Claire Cook
SAN RAFAEL, CA

More Advisors in SAN RAFAEL, California

Jonathan Mckee Hansen
BELVEDERE ASSET MANAGEMENT, LLC·SAN RAFAEL, CA
Michael Gregory Smith
DEFINED FINANCIAL PLANNING LLC·SAN RAFAEL, CA
Robert John Pankratz
WULFF, HANSEN & CO.·SAN RAFAEL, CA
Allan Glen Lyle
LYLE, ALLAN GLEN·SAN RAFAEL, CA
Andrew William Ryan
AWR INVESTMENT MANAGEMENT, LLC·SAN RAFAEL, CA
Gage Thomas Houser
HUTCHINSON CAPITAL MANAGEMENT·SAN RAFAEL, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile