ADVISOR BIO

Jamye A. Moore is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jamye has been in the industry since 2009 and holds the Series 66, Series 7, and SIE licenses. Previously, Jamye worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in SAN JOSE, CA.

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ADVISOR BIO

Jan William Rogers is a financial advisor with over 20 years of experience in the industry. Jan is currently registered with Avantax Advisory Services, Cetera Investment Advisers LLC, and Avantax Planning Partners, Inc. Jan holds several professional licenses including Series 4, Series 7, Series 24, and Series 66. Jan specializes in providing financial advice to individuals, corporations, and high-net-worth clients.

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ADVISOR BIO

Jan Doernte is an investment advisor representative with Morgan Stanley. Jan has been in the industry since 2012 and has passed a number of industry exams, including the Series 6, Series 7, Series 63, and Series 65. Jan is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in a number of states. Jan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. Jan is a registered investment advisor representative of Morgan Stanley Smith Barney LLC. Jan is a member of the Morgan Stanley team and is committed to providing clients with the highest level of service.

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ADVISOR BIO

Jan Hendrik Pretorius is an investment advisor representative registered with Ameriprise Financial Services, LLC. Jan Hendrik Pretorius has been active in the securities industry for over 20 years, first registering with IDS LIFE INSURANCE COMPANY in 2001. Jan Hendrik Pretorius has experience in securities, investment advisory, and financial planning. The advisor currently holds licenses in 40 states and has passed the Uniform Combined State Law Examination (Series 66), General Securities Representative Examination (Series 7), and Securities Industry Essentials Examination (SIE). Ameriprise Financial Services, LLC, is an independent broker-dealer that provides a variety of financial services to individual and institutional clients.

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ADVISOR BIO

Jan Yvonne Miller is a financial advisor with over 20 years of experience in the financial services industry. Jan is registered with Morgan Stanley and has a Series 7, Series 63 and Series 65 license. Jan specializes in providing investment advice and financial planning to individuals, businesses, and institutions. Jan is also a registered investment advisor and provides asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management. Jan's previous employment was with CITIGROUP GLOBAL MARKETS INC.

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ADVISOR BIO

Jana Kearns is a financial advisor at Morgan Stanley. Jana has been working in the financial industry since 1984, and she has a wealth of experience in helping her clients achieve their financial goals. She holds a variety of licenses and registrations, including Series 66 and Series 7, and she is a member of FINRA. Jana is dedicated to providing her clients with the highest level of service and advice, and she is committed to building long-term relationships with them. Jana is registered in 53 states and is a member of FINRA.

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ADVISOR BIO

Jana Michele Feathers is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC. Jana has been in the financial services industry since 2014 and is licensed in California, Massachusetts, New York, Oregon, and Texas. Jana is a dedicated financial professional who works hard to provide clients with tailored solutions to meet their specific financial needs.

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ADVISOR BIO

Jana Elizabeth Davis is a financial advisor registered with the state of California. She is currently employed by Abacus Wealth Partners and has been with the firm since October 2015. Prior to joining Abacus Wealth Partners, Jana worked at ESF Financial Planning Group in Manhattan Beach, California. Jana is also a Certified Financial Planner.

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ADVISOR BIO

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.

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ADVISOR BIO

Jana Linn Ham is a Registered Representative and Investment Advisor Representative with The Wealth Consulting Group. Jana has been in the financial industry since 2009 and has a Series 7, Series 66, and SIE license. Jana works out of the firm's Rancho Mirage, CA office. Jana is a registered Investment Advisor in both California and Texas.

SPECIALIZATIONS