Jana Ramsey-Weaver is a registered investment advisor at Merit Financial Advisors, based in Tulsa, OK, with 7 years of industry experience. Jana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
6140 South 104 East Aveneue, Suite 100, Tulsa, OK, 74133
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Jana has several business activities, including DBAs for her LPL business, involvement with Henderson & Ramsey, P.C., real estate rental through Bottoms Up Cabin, LLC, and tax preparation/accounting through Harrison Henderson, PLLC. She also provides investment advisory services through Merit Financial Advisors and Merit Financial Group, spending about 10-20% of her time on these activities.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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.