Jane R Levine , CFP®

LPL Registered Principal

(925) 838-2057



Jane is a CERTIFIED FINANCIAL PLANNER ™ Practitioner and Registered Principal with the national, independent firm, LPL Financial, and has been performing wealth planning services to her clients for over 30 years. LPL Financial is one of the nation's leading financial services companies. Jane has served as President and Board Member of the Financial Planning Association's (FPA) East Bay Chapter, with membership of approximately 400.


Jane began her career with a major NYSE-listed Corporation in the Washinton DC area. Over a span of 13 years, she was in the firm's marketing, communications and finance departments, ultimately being promoted to Assistant to the Chief Financial Officer and overseeing the management of the Company's pension fund, with assets at that time of $750 million. She was also responsible for the establishment and running of Investor Relations, which is the firm's primary communications to the financial community.

Registrations, Licenses, Certifications, and Degrees

General Securities Principal registration (Series 24)

General Securities Representative registration (Series 7)

Uniform Securities Agent State Law registration (Series 63)

Municipal Fund Securities Limited Principal registration (Series 51)

Futures Managed Funds registration (Series 31)

Life, Disability, Long Term Health Care and Annuity Licenses


MS from Ohio State University and BS from Ohio University

Image result for Image Emily Brillo Emily Brillo, Administrative Associate


For 11 years, Emily worked with LPL Financial and gained a vast and multi-facet knowledge base in the financial industry including operational functions, annuity trading, training and dedicated series.  In 2017, she joined The Financial Services Network, which is a Super Branch Office of LPL, and is current performing Administrative services for Jane Levine’s business.

Emily lives in southern California with her husband and daughter. In their free time, they enjoy socializing with friends, trying local restaurants, and attending community events.


O- 650.571.1934 x48 ; P- 650.446.7676

F- 916.277.8383