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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Lee Berry is an investment advisor representative and registered principal with Raymond James Financial Services Advisors, Inc., based in Salt Lake City, Utah. Jana is a licensed professional in 45 states and holds a Series 63, 66, 7, 9 and 10 licenses, as well as the SIE exam. Jana has been working in the financial industry since January 2009 and has a combined experience of over 14 years in the industry. Previously, Jana worked for Wells Fargo Advisors Financial Network, LLC and Goldman, Sachs & Co. In addition to her work at Raymond James Financial Services Advisors, Inc., Jana is also the office manager for Uinta Wealth Management and provides support to Voyager Wealth Advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
UT
02/01/2022 - Present
Raymond James Financial Services Advisors, Inc. (Salt Lake City UT)
UT
02/19/2014 - 07/30/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SALT LAKE CITY UT)
UT
05/03/2012 - 01/07/2014
GOLDMAN, SACHS & CO. (SALT LAKE CITY UT)
UT
11/06/2009 - 04/25/2012
WELLS FARGO SECURITIES, LLC (SALT LAKE CITY UT)
UT
11/21/2008 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (SALT LAKE CITY UT)
BOTH
Issued 01/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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