Jana Lavanway, financial advisor Scottsdale AZ

Jana Lavanway

CRD Number: 5590378
Current Firm: Juncture Wealth Strategies, LLC

Jana Lavanway (CRD# 5590378) is an Investment Advisor Representative working at Juncture Wealth Strategies, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry. Jana Lavanway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Juncture Wealth Strategies Scottsdale, AZ Sep 2020 - Current 3
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Sep 2020 2
Fidelity Brokerage Services LLC Chandler, AZ Nov 2012 - Sep 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Jana Lavanway
Phone Number: 480-253-4100
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    333
    MILLIONS
  • Total Number of Accounts
    769
    ACCOUNTS
  • Average Account Value
    $432,812
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, IL, KY, OH, OR, TX

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