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Jana Fryar is a financial advisor with B. Riley Wealth Advisors, Inc. Jana has been working in the financial services industry since 1994. Jana is registered with FINRA and has passed the Series 7, Series 9, Series 10, Series 63 and Series 65 exams. Jana has a wide range of experience, including providing financial planning, portfolio management, and pension consulting services. Jana is committed to helping clients achieve their financial goals. Prior to joining B. Riley Wealth Advisors, Inc., Jana was with Morgan Keegan & Company, Inc. and PaineWebber Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
08/25/2022 - Present
B. Riley Wealth Advisors, Inc. (Dallas TX)
TX
10/24/1994 - 12/13/2011
MORGAN KEEGAN & COMPANY, INC. (DALLAS TX)
NJ
09/21/1994 - 10/26/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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