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

A couple sits on a couch, looking at documents on a coffee table, with a calculator in use. They seem focused and engaged in discussion.
The stock market has stumbled year-to-date, with the S&P 500 and Nasdaq both declining. While tariffs have garnered the most attention, investors are also concerned about mixed economic signals, including weak consumer confidence, hotter inflation, government worker layoffs, and more. Some are now wondering if there will be a recession, and President Trump did not rule out the possibility in recent interviews. How can investors maintain perspective in this challenging market and economic environment?
A warehouse with two workers wearing safety gear amid tall shelves filled with boxes; one operates a forklift, and the other handles a pallet on the floor.
Trade headlines continue to weigh on markets as new tariffs go into effect. President Trump recently confirmed tariffs on Canada, Mexico and China, dashing hopes of more extensions or last-minute deals. Additional tariffs are expected in the coming months, including reciprocal ones against countries that impose duties on U.S. goods
Infographic of "2025" with icons symbolizing action, planning, and goals; includes a target and arrow, gears, handshake, and symbols of growth and strategy.
The start of the year is the perfect time to prioritize both personal and financial well-being. While physical health often takes center stage in New Year’s resolutions, financial fitness deserves equal attention

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
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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