Janae Galvis is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Omaha, NE, with 18 years of industry experience. Janae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
450 Regency Parkway, Suite 400, Omaha, NE, 68114
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Regulatory History (1)
Employment Separation After Allegations
March 2012Other Business Activities
Janae serves as the treasurer for The Benjamin H. Ryan Foundation, a non-profit organization. She dedicates minimal time to this role.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
Raymond James Financial Services, 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.