About Us

Jane Braun has achieved 40 years of experience in the financial services industry.  She holds the CERTIFIED FINANCIAL PLANNER™ professional certification and earned a master’s degree in financial planning and taxation from San Diego State University.  Jane is a Branch Manager and a Registered Representative/ Investment Adviser Representative of Commonwealth Financial Network® and was previously employed by JPMorgan Chase as a Senior Financial Advisor.

Jane’s primary responsibility is to develop and build strong relationships with the clients she serves. Specializing in retirement asset accumulation and retirement income strategies, she collaborates with tax and legal professionals in the planning process.  Jane also works with families advising on charitable giving, intergenerational wealth transfer, and legacy planning.

Residing and working in Coronado, Jane is very involved in the San Diego community.  She served for three years as president of the Coronado Historical Association, as well as president-elect of the San Diego Blood Bank.  Jane is currently on the Executive Committee for Sharp Coronado Hospital Foundation and is a member of the Rotary Club of Coronado and a local P.E.O. chapter.

Jane is a lifelong advocate of education, including financial literacy for students. She regularly presents workshops to women and young adults to inspire and motivate them to take control in building their financial futures.  As a mother of five adult children, collectively Jane’s family has earned five undergraduate degrees, two master’s degrees, and two Juris Doctorates. 

Jane Braun is proud to have been recognized as a Summit Club advisor for 2022—a distinction based on annual production that places her among the top 20 percent of advisors affiliated with Commonwealth Financial Network. 

Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients. 

Kelly Ronimus has been working with Jane since July 2015.  Starting off as a marketing coordinator, Kelly developed the Plan to Prosper client education and appreciation programs, as well as Women & Wealth Lecture Series. In addition, Kelly is one of our clients’ main points of contact for account inquiries and trade requests. In addition, Kelly holds her FINRA Series 7 and 66 securities registrations. In 2020, she attended San Diego State University and obtained her Executive Financial Planner Certificate. Kelly now holds the CERTIFIED FINANCIAL PLANNER^TM designation. She is passionate about assisting millennials with their financial goals whether it be helping with a budget, navigating through employer-sponsored retirement plans, or purchasing a first home.

Growing up in Coronado, Kelly was a competitive swimmer and water polo player. After graduating from Coronado High School, Kelly continued her education at UCLA while also playing NCAA Division I Water Polo. Kelly majored in political science, with an emphasis on American politics. After graduating from UCLA, Kelly continued her water polo career by playing semi-professionally in Sydney, Australia. Now officially retired from water polo, Kelly enjoys spending time with friends and family, cooking, and cheering on her San Diego Padres. Kelly currently serves on the Board of Directors for Coronado Historical Association.