JB
JB

Jana Binkley

7 Years of Experience
Fort Collins, CO
Broker

Jana Binkley is a registered investment advisor at Raymond James & Associates, INC., based in Fort Collins, CO, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2950 E Harmony Road, Suite 255, Fort Collins, CO, 80528

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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 sells hand-made crochet items at a craft show. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2021 - Present · 5 yrs 5 mos
Raymond James & Associates, INC.
February 2021 - Present · 5 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2018 - February 2021 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2018 - February 2021 · 2 yrs 6 mos
State Registrations24 states
AKAZCACOFLHIIAIDKSMDMIMNMTNCNENMNYOHTNTXUTVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.