Janae Sowards is a registered investment advisor, based in Georgetown, TX, with 8 years of industry experience.
Location
Georgetown, TX
Get directionsHistory
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
Janae works as a bookkeeper for Straight Edge Insurance and provides tax preparation services for Lexington Financial. These activities are conducted from the branch location and are not investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.
September 2025 - Present · 8 mos
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
June 2019 - September 2025 · 6 yrs 3 mos
Commonwealth Financial NetworkBroker
May 2017 - September 2025 · 8 yrs 4 mos
State Registrations13 states
AZCAIDINMINCNMNVORTNTXUTWA
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.