JH
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Janna Henney

9 Years of Experience
Columbia City, IN
BrokerSells Insurance

Janna Henney is a registered investment advisor at Cetera Investment Advisers LLC, based in Columbia City, IN, with 9 years of industry experience. Janna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

105 Frontage Road, Columbia City, IN, 46725

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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 ActivitiesSells Insurance

Janna sells fixed insurance through SWM Agency, LLC and JBC Companies. She is also a board member for YMCA of Whitley County and Troy School, dedicating a few hours per week to the latter. Janna owns rental property, but spends minimal time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2016 - Present · 9 yrs 7 mos
Cetera Investment Services LLCBroker
August 2016 - Present · 9 yrs 9 mos
Cetera Investment Services LLC
August 2016 - Present · 9 yrs 9 mos
State Registrations7 states
ALAZFLINMIOHTX
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.