Jane Demo, CFZ®
Dedicated to Growing Your Wealth
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Demo Jane Advisors
Jane Demo, CFZ®
Austin, TX
Serving Clients Nationwide
Dedicated to Growing Your Wealth
5 out of 5 Stars
Rate this
Advisor
Areas of Focus
- Banking
- Estate Planning
- Investment Management
- Retirement Planning
- Taxes
About Jane Demo, CFZ®
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Primary Location
701 Azie Morton, Austin, Texas 78704
Video
Meeting Options
- In-Person
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Demo Jane Advisors
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Education
University of Texas at Austin, Bachelor of Business Administration
Badges
Hobbies and Interests
- Bird Watching
- Family
- Hiking
SEC Lookup
View DisclosureWho We Serve
- Dual Income Family
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Grateful for Jane
✅ Wealthtender Certified Advisor Review™
Nov 24, 2024
I was referred to Jane by an acquaintance at my church. After visiting wealthtender.com and reading several glowing testimonials from her clients, I schedule a call with Jane and hired her the next day. I've worked with Jane over a year now, and highly recommend her if you're looking for a financial advisor who cares deeply about your financial success.
Relationship to Financial Advisor: Client as of Nov 24, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable in Equity Compensation Planning
✅ Wealthtender Certified Advisor Review™
Nov 24, 2024
My husband and I met at work. As our employer was preparing for its IPO, we began looking for a financial advisor who could help us make smart money moves. We visited wealthtender.com to find financial advisors who specialize in serving clients with equity compensation. After reading Jane's reviews, we scheduled a call where she impressed us with her experience helping others like us. If your compensation plan includes equity, we highly recommend speaking with Jane.
Relationship to Financial Advisor: Client as of Nov 24, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
My Trusted Advisor
✅ Wealthtender Certified Advisor Review™
Nov 22, 2024
Following the birth of our first child in 2023, my wife and I visited wealthtender.com to find a financial advisor who could help us prepare for our family's future. After reading the reviews about Jane, we hired her as our advisor and today, our financial health is better than ever!
Relationship to Financial Advisor: Client as of Nov 22, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Excited for My Golden Years
✅ Wealthtender Certified Advisor Review™
Aug 26, 2024
I used to always feel blue about my personal finances. But then I met my financial advisor, Demo Jane, who helped me get my budget into the black and my investments on track for a comfortable retirement. Today, I feel my financial future is brighter than ever!
Relationship to Financial Advisor: Client as of Aug 26, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
I trust Jane Doe
✅ Wealthtender Certified Advisor Review™
Aug 1, 2023
I have been a client of Jane Doe since 2014 and have always found her to be personable and trustworthy.
Relationship to Financial Advisor: Client as of Aug 1, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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