JC
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Jana Cusack

6 Years of Experience
Pocatello, ID
Broker

Jana Cusack is a registered investment advisor at Wells Fargo Advisors, based in Pocatello, ID, with 6 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

333 S Main St, Ste 103, Pocatello, ID, 83204

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jana and her spouse jointly own Corey's Tyhee Automotive and Corey's Auto Works, starting in 2018 and 2008 respectively. Jana spends a few hours per week on bookkeeping for these businesses.

Employment History
Current Registrations
Wells Fargo Advisors
April 2021 - Present · 5 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2019 - January 2021 · 1 yr 2 mos
State Registrations1 state
ID
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.