Jane Beule

Jane began her career in finance as an industry analyst with J.P. Morgan in New York. After graduating from Harvard Business School, she moved to the Bay Area with her husband and worked for both large and smaller corporations as well as venture-backed start-ups before following her passion to serve individual clients. She founded Griffin Black in 2001 in order to create the kind of Registered Investment Advisor (RIA) firm she wanted to hire herself. Jane and her husband have two grown children and live in Redwood City, CA.

Professional Degrees & Credentials

  • MBA with Distinction, Harvard University
  • MLA, Stanford University
  • Graduate Certificate in Financial Planning, Golden Gate University
  • BA with Honors, The University of Wisconsin-Madison
  • Fulbright Fellow, Rheinische-Friedrich-Wilhelms-Universität, Germany
  • Certified Financial Planner® (CFP®) Professional
  • NAPFA Registered Financial Advisor

Personal

I don’t remember having learned to read – I just always could. And having grown up in a very small town before TV or the internet, reading was just about the only thing one could do to stave off boredom. So I became a reader, and the habit has stuck for a lifetime. In fact, I’ve taken a couple of “reading sabbaticals” over the years, months when I stopped everything else in life except the necessities, and just read.

What do I read? It changes over time, but I’ve always been partial to mysteries, science fiction & fantasy. But I also love novels, history, popular science, cultural studies, philosophy, and of course lots of books on economics and money.

An open book with its pages fanned out sits in the foreground, with shelves filled with assorted books in the background.

Jane's Recent Posts

Close-up of a waving United States flag showing stars on a blue field and red and white stripes.
Politics touches so many aspects of our lives, from our financial stability to the future we envision for our families, that it’s natural to feel personally and directly impacted.
Close-up of a newspaper headline that reads "Fed rate cut." The text is printed in bold brown letters on a white background.
The Federal Reserve’s interest rate decisions remain a focal point for markets. While the timing and size of rate cuts are the subject of debate, why the central bank is cutting rates and how the full rate cut cycle might play out are far more important.
Image of U.S. currency overlaid on an American flag with a financial graph, symbolizing the intersection of economy and patriotism.
There are questions about how changes to tax rates could impact both Wall Street and Main Street. What should investors know as we approach November 5th?

Let’s Get Acquainted

What can we help you find?

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Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
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Altruist®

  • e-Delivery – Going Paperless​
  • Tax Documents (1099, 1099R, etc.)
  • ​Account Statements
A laptop screen displaying a financial management dashboard with account balances, net worth, investment details, and financial goals for users named James and Stephanie Chaplin.

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budget & Spending
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NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications