JE
JE

Janell Eckert

26 Years of Experience
San Angelo, TX
BrokerSells Insurance

Janell Eckert is a registered investment advisor, based in San Angelo, TX, with 26 years of industry experience.

Location

San Angelo, TX

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Janell sells equity indexed annuities through Avantax Insurance Agency LLC and provides financial services to clients under Avantax and Tactical Wealth Management. She also works as a sole practice CPA, provides tax preparation services, and is a remote tax expert for TaxAct, while volunteering for Concho Valley Republican Women.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
August 2012 - September 2025 · 13 yrs 1 mo
Avantax Investment Services, INC.Broker
August 1999 - September 2025 · 26 yrs 1 mo
State Registrations7 states
CACOINMINMOHTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Janell Eckert - Financial Advisor | TrueAdvisor