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Our financial advice team


Jane Berryman, Financial Advisor serving the Philadelphia, PA area - Ameriprise Advisors

Jane Berryman

AWMA℠

Financial Advisor

Monument Advisory Group
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 8 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Insurance
  • Women's Financial Strategies
  • Investments

Qualifications

  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • Dual Bachelor of Science degrees, Political Science and Journalism, Cum Laude, Boston Unversity
  • MSJ, Journalism, Northwestern University, Evanston, IL
  • MSc., Government, London School of Economics and Political Science, London, U.K.

Previous experience

  • Vice President, Investments, Raymond James, 2006-2015
  • SVP, Chairman's Council, Foresters, 1999-2006
  • Chief Economist, The Bancroft Group, 1997-1998
  • Bond Analyst, London, Paris & Tokyo Offices, Thomson Reuters, 1994-1997
  • London Bureau Chief, CNBC, 1993-1994

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Volunteer Tree Tender for the Philadelphia Horticultural Society.

Interests

International travel (Philadelphia Chapter Coordinator for the Travelers Century Club), performing arts & film, historic preservation, fine wine and dining, and conservation & tree planting as a Tree Tender for the Philadelphia Horticultural Society.