Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jana? Claim Your ProfileJana Wheatley is an experienced financial advisor with over 20 years of experience in the financial services industry. Jana holds a Series 7, Series 63, Series 65, and Series 66 license. Jana is currently registered with Edward Jones, a firm with over $800 billion in assets under management. Jana has previously worked for LPL Financial LLC and Wells Fargo Investments, LLC. Jana is a specialist in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, and retirement plans.
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.
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.
See schedule d - miscellaneous
1
2
NE
08/20/2024 - Present
Edward Jones (OMAHA NE)
NE
03/09/2022 - 02/28/2023
LPL FINANCIAL LLC (OMAHA NE)
NE
12/13/2000 - 01/20/2009
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
MN
08/26/2003 - 12/31/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
12/13/2000 - 08/15/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
05/19/1997 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 04/05/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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