Katherine Janda
Katherine Janda is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Loveland, CO, with 5 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4025 St Cloud Drive, Suite 230, Loveland, CO, 80538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katherine owns rental real estate property since April 2023, dedicating minimal time to landlord responsibilities. She also serves on the Loveland Citizens Finance Advisory Commission, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
The Strategic Financial Alliance, INC.Broker
State Registrations35 states
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