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Jane M. McKenzie
Financial Advisor
2001 40th Avenue
Suite F
Capitola, CA 95010
tel: 831-479-5100
toll free: 888-231-9792
fax: 831-479-5129
Email Me
Welcome Associations Honors Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Court Appointed Special Advocates (CASA)
    2006 - Present: Board Member
  • Friends of Long Marine Lab
    2007: Board Member
  • Santa Cruz Rotary
    2006 - Present
  • Santa Cruz Longboard Union Surf Club
    Officer
  • Jacob''s Heart Children''s Cancer Foundation - Volunteer/Donor
  • Ride a Wave Foundation - Volunteer / Donor
  • Santa Cruz Junior Lifeguard Association
    Volunteer / Donor
  • Santa Cruz Surfing Museum
    Donor
Honors and Recognitions
  • The Community Foundation of Santa Cruz County - Community Advisor Network
  • Hall of Achievement
    Harbor High School Santa Cruz, CA - 2005
  • Community Caring Award
    Presented by the Billy Foundation for Melanoma Research
Education and Licensing
  • Masters of Organizational Management, 1996
    University of Phoenix
  • BA - Health Information Management, 1979
    Loma Linda University
    Loma Linda, CA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Life, Health & Variable Annuity Insurance Licensed
Services
  • Wealth Management
  • Retirement Planning
  • 401k Rollovers
  • Qualified Retirement Plans
  • Socially Responsible Investing
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Women and Company®
  • LGBT Planning Services
  • Exchange Traded Funds
  • Annuities
  • Lending Services
  • Family Consulting
  • Fixed Income
  • Municipal Bonds
  • Planning for Special Needs Individuals
  • Business Succession Planning
  • Insurance Services
  • Life Insurance
Business Experience
  • Morgan Stanley Smith Barney*
    Financial Advisor
    Santa Cruz, CA
  • AG Edwards & Sons Inc.
    Financial Advisor
    Monterey, CA
Bulletin Board
  • Is aligning your investments with your values and social beliefs important to you? If so, talk to me about socially responsible investing.
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Jane M. McKenzie is licensed in the following state(s): AZ, CA, NV, OR
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Rollovers: Stashing Your Retirement Nest Egg (pdf)
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