Jane Doyle
Advisor at Oppenheimer
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Oppenheimer
Location
Gulf Shores, AL
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
About
Jane Doyle is a CFP® with 32 years of industry experience and has been with Oppenheimer since 2005. She is the owner and creator of several non-investment related ventures, including a book promotion company and a blog sharing stories from CASA de Dom Inacio in Brazil. Oppenheimer serves a diverse client base with advisory and brokerage services that include investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation alongside manager selection and a range of investment products, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary account management.
Client services
Based on Oppenheimer
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Oppenheimer
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Active portfolio management
Fee options
Financial Planning fees vary based on complexity, up to $10,000 per plan; updates at negotiated rates
MF/ETFs only+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Multi-security+: varies by program, not explicitly tiered but minimum account sizes differ by asset type Include Bonds+: varies by program, not explicitly tiered but minimum account sizes differ by asset type
FAM and Alpha programs charge commissions on securities transactions; Alpha is commission-based only
Account minimum: $10,000 for mutual funds/ETFs only accounts (lowest stated minimum); $25,000 to $100,000 for other account types depending on program and securities included Minimum fee: Minimum annual fee of $250 for FAM and Preference accounts; waived if account is at least $50,000 or household accounts total at least $250,000 Fee-only: Consulting and Retirement Services fees up to 1.00% of assets per year; Financial Planning fees up to $10,000 per plan
Location
Gulf Shores, AL
Most active in
Jane D has reported serving >5 clients in these states in the last 12 months.
Alabama · Illinois · Louisiana · Texas
Work history
Oppenheimer
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Jason D
Series 63, Series 65
Gulf Shores, AL
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Christopher B
CFP®, Series 66
Orange Beach, AL
Bridgeworks Asset Management, LLC
John G
Series 63, Series 65
Elberta, AL
Grant Financial Group
Lance W
Series 63, Series 65
Orange Beach, AL
NewSong Capital Management, Inc.
John R
Series 65
Elberta, AL
NBT Capital Management, Inc.
Michael A
Series 65
Foley, AL
The BALDWIN GROUP WEALTH ADVISORS, LLC
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