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.
In 2025, Jane was honored in Forbes Best-in-State Top Women Wealth Advisors and named a Five Star Award Winner by Five Star Professional, recognizing her dedication to excellence in financial planning and her commitment to providing outstanding service to her clients. These prestigious accolades highlight her experience, client-centric approach, and leadership in the industry.
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, a director on the Sharp Coronado Hospital Board 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.
2025 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in 2/2025 based on data gathered from 9/2023-9/2024. Not indicative of advisor's future performance. Your experience may vary. For more information, click here.
2025 Five Star Wealth Manager Award, created by Five Star Professional. Presented in December 2024 based on data gathered within 12 months preceding the issue date. 2588 advisors were considered, 190 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
