About Jane gilliam

Jane Marie gilliam, based in Oberlin, KS, serves as an investment advisor and broker. She is employed by Arnold, Dan Hogan Jr., a firm that offers brokerage services specializing in the trading of securities and commodities, including stocks and cryptocurrency, for a large client base exceeding 1,237,350 individuals. She was formerly registered with Waddell & Reed, with her tenure ending on July 21, 2021.

"I chose to become a financial advisor to educate and support individuals and families, helping them maintain financial confidence throughout various stages of life."

"My passion for this industry stems from years of personal experience in both life and work. I've found that achieving a high level of financial security is crucial for realizing one's full potential and fulfilling dreams."

Over the past 23 years, I have collaborated with firms, consumed strategies and concepts, earned professional designations and use an established process for families to follow: Organize Assets, Unpack Investment Options, and Create Action Plans. When repeated on a consistent, long-term basis, it helps families gain clarity and confidence in their ability to achieve their financial goals. gilliam David Fullerton cares what matters most to clients.

Their philosophy aligns with my focus on preparation. Clients are guided through simple principles, strategies, and solutions for every stage, enhanced by innovative technology and research that make the experience memorable. If you'd like to start your journey, please send an email—I’d love to hear your story.

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My Stats

20K

Happy Clients

12

State Licenses

359k

Profitable Trades

23

Years of experience

Real Estate

97%

Cryptocurrency

91%

Stocks

89%

Forex

96%

My Services

Stocks

Stocks are primarily traded on stock exchanges, although private sales can also occur, and they form the backbone of almost every investment portfolio. Historically, stocks have outperformed most other types of investments.

Portfolio Management

Professional portfolio management focuses on investment equity with consistent returns while minimizing leverage risk.

Cryptocurrencies

It's difficult to pinpoint the exact number of cryptocurrencies, especially with new ones being created frequently, but estimates suggest there are nearly a thousand. Let us simplify your trading experience for you.

Reit-Fund

Trades in the market and distributes rental income as dividends to you. Real Estate Investment Trusts (REITs) own real estate assets and are managed through a brokerage.

Mutual Funds

A pool of investment equity, traded in the financial market with consistent percentage returns on investment (ROI), managed through a brokerage.

Consultation

Schedule a chat or call with an expert to explore investment options and opportunities tailored to your financial goals.

Investment Planning

Starting an investment plan goes beyond simply selecting a few stocks. You need to assess your current financial situation and goals, define your timeline, and determine your risk tolerance to figure out the best asset allocation. That’s where we come in—let us help you get started with your investment plan.

Bonds

Bonds are debt securities that are issued by corporations and governments to raise funds. Investors purchase bonds by putting an upfront amount as an initial investment—called the principal. When the bond expires or matures—called the maturity date—the investors are paid back their principal. In return, investors usually receive a fixed, periodic interest payment from the entity that issued the bond.

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Contact Me

I aim to provide service to as many individuals as possible who are ready to build a portfolio across the continent. I believe in maintaining strong communication with my clients, as success is never achieved alone; with determination and hard work, nothing is impossible.

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