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Jana Lavanway

Juncture Wealth Strategies, LLC

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About Jana Lavanway

Jana Lavanway is a financial advisor in Scottsdale, Arizona, working with Juncture Wealth Strategies, LLC. Jana is a CERTIFIED FINANCIAL PLANNER™ professional, working with individuals, families, and businesses to create comprehensive financial plans and investment strategies. Jana has over 10 years of experience in the financial services industry. Jana is committed to providing her clients with the highest level of personalized service.

Firm Information

Jana Lavanway is currently registered with Juncture Wealth Strategies, LLC. Juncture Wealth Strategies, LLC is an investment advisor registered with the SEC. They are headquartered in Scottsdale, Arizona, and manage over $332 million in assets. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension plans. They have 9 investment advisor representatives and 6 licensed agents. Their website is http://www.juncturewealth.com.
Juncture Wealth Strategies, LLC

8777 E. VIA DE VENTURA

SCOTTSDALE, AZ 85258

$332.83M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jana Lavanway’s Registration & Firm History

AZ

10/06/2023 - Present

Juncture Wealth Strategies, LLC (SCOTTSDALE AZ)

AZ

12/21/2012 - 09/02/2020

FIDELITY BROKERAGE SERVICES LLC (CHANDLER AZ)

AZ

02/03/2011 - 12/07/2012

MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)

AZ

03/13/2009 - 01/10/2011

NYLIFE SECURITIES LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 03/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/12/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jana Lavanway.
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