Kelly Jandreau
Financial Advisor
Designations: NSSA
Kelly Jandreau is a Financial Advisor in Allworth's Vancouver, Washington office. Kelly began her finance career in 1996 at an independent investment advisory firm. She specializes in the wealth management process, including the development of investment strategies, asset allocation, and investment manager due diligence. Additionally, Kelly establishes plans for her clients that focus on wealth transfer, retirement, investment, tax, risk management, and estate planning. Kelly was raised in Vancouver, Washington, where she graduated from Hudson’s Bay High School. She then earned a Bachelor of Arts Degree in Finance, Personnel Psychology, and Human Resources from Washington State University. In her spare time, she enjoys being active, cooking, exploring local restaurants and wineries, traveling, and spending time with her family and friends.
Education and Certifications
Who I Best Work With
What Guides My Approach
Kelly Jandreau is a Financial Advisor in Allworth's Vancouver, Washington office. Kelly began her finance career in 1996 at an independent investment advisory firm. She specializes in the wealth management process, including the development of investment strategies, asset allocation, and investment manager due diligence. Additionally, Kelly establishes plans for her clients that focus on wealth transfer, retirement, investment, tax, risk management, and estate planning. Kelly was raised in Vancouver, Washington, where she graduated from Hudson’s Bay High School. She then earned a Bachelor of Arts Degree in Finance, Personnel Psychology, and Human Resources from Washington State University. In her spare time, she enjoys being active, cooking, exploring local restaurants and wineries, traveling, and spending time with her family and friends.
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About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
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30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
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