Jana Basden is a CFA, CFP-designated registered investment advisor at Edward Jones, based in Albany, OR, with 39 years of industry experience. Jana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
117 1st Ave NE Suite 101, Albany, OR, 97321-2733
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jana owns Ploutus Advisory Services, an investment services company formed for accounting purposes, but spends no time on it. She also volunteers for OSU Linn County Extension, CASA of Linn County, and the Oregon Archaeological Society, dedicating minimal time to each.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Rosenbaum Financial
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Carillon Investments, INC
Carillon Investments, INC.Broker
Allstate Financial Services, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Piper Jaffray INC.Broker
Bidwell & CompanyBroker
Wedbush Morgan Securities INC.Broker
Bidwell & CompanyBroker
Charles Schwab & CO., INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.