Jayne SmithCFA®

Principal | Wealth Advisor

Bay Area

Jayne SmithCFA®

Principal | Wealth Advisor

Bay Area

Jayne has over 30 years of experience in the investment advisory industry providing financial advice, portfolio management, planning, and detailed analysis to her clients.

Before joining Adero, she was Vice President and Chief Compliance Officer at Pacific Advisory Group. Jayne’s primary focus is to build long-term relationships with all of her clients by giving personal, independent, and experienced advice.

Jayne is a CFA® charterholder and is a member of Adero’s investment committee. She is also a member of the CFA Society of San Francisco.

Jayne graduated from the University of California, Santa Barbara with a degree in Business Economics. She currently leads Adero’s DEI Coalition and oversees Sustainable investments at the firm.

What do you enjoy most about Adero?

I absolutely believe in everything we do for our clients and that makes each day extremely fulfilling. From the collaborative office environment to the investment philosophy to the planning process, I can’t imagine a better way to serve them.

What do you feel is the biggest value Adero brings to its clients?

We really get to know our clients, so what is important to them dictates what is important to us. There is no one-size fits all approach and the advice is personalized to each clients’ needs.

How should people think about their wealth?

Wealth is simply a resource that provides choices. The real question is what makes you happy – early retirement, spending more time with children and grandchildren, making donations to the charities you care about most? Once you’ve established your goals, your wealth should be managed intelligently and effectively to ensure you reach them.

What do you love to do outside of work?

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

What professional accomplishments are you most proud of?

Getting my CFA® early on in my career has been invaluable to my growth. Since then, I’m most proud of becoming a part-owner in my prior company and later joining forces with Adero. I honestly feel like I’m at the best place and with the best people possible for my professional future, and that directly benefits my clients.

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