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Jana Lea Lockhart

Wealthcare Advisory Partners LLC

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About Jana Lea Lockhart

Jana Lea Lockhart is an investment advisor representative with Wealthcare Advisory Partners LLC, a registered investment advisor. Jana has been in the financial industry since June 2017. Jana has her Series 7, 63, and 66 licenses and has passed the Securities Industry Essentials Examination (SIE). Jana is registered to provide investment advice in California, Colorado, and Washington. Wealthcare Advisory Partners LLC provides financial planning and portfolio management services to individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals.

Firm Information

Jana Lockhart is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Lockhart’s Registration & Firm History

PA

05/12/2022 - Present

Wealthcare Advisory Partners LLC (WEST CHESTER PA)

CA

10/03/2017 - 05/12/2022

CROWN CAPITAL SECURITIES, L.P. (CHICO CA)

CA

01/24/2017 - 05/26/2017

NEXT FINANCIAL GROUP, INC. (CHICO CA)

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Licenses & Designations

BOTH

Issued 03/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jana Lea Lockhart.
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