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Palo Alto - Cambridge Avenue

Jayne Smith

CFA®

Senior Wealth Advisor

306 Cambridge Ave
Palo Alto, CA 94306

Jayne Smith

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Jayne Smith

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Jayne

Jayne’s primary focus is to build long-term relationships with all her clients by giving personal, independent, and experienced advice. She has more than 30 years of experience in the investment advisory industry, providing financial advice, portfolio management, planning, and detailed analysis to her clients. She currently leads a DEI coalition at Focus and oversees sustainable investments at the firm.

Before joining Focus Partners Wealth, she was vice president and chief compliance officer at Pacific Advisory Group.

Jayne’s second career outside of the office is being a mom. Anything that involves spending time with her family and friends is her cake. Her icing would be travel, volunteering for the school foundation, and wine tasting.

Education and Professional Milestones

-University of California, Santa Barbara – bachelor’s degree in business economics

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