Jana Berry
Jana Berry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salt Lake City, UT, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1371 E. 2100 South, Suite 215, Salt Lake City, UT, 84105
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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 works as an office manager for Uinta Wealth Management, dedicating minimal time. She also provides support to Voyager Wealth Advisors, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Goldman, Sachs & CO.Broker
Wells Fargo Securities, LLCBroker
Wells Fargo Brokerage Services, L.L.C.Broker
State Registrations46 states
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