Jana Lockhart (CRD# 6610164) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Chico, CA and has over 6 years of experience in the finance industry.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Chico, CA | May 2022 - Current | 2 |
| Wealthcare Advisory Partners LLC | Chico, CA | May 2022 - Current | 2 |
| Crown Capital Securities, LP | Orange, CA | Oct 2017 - Apr 2022 | 4 |
| Crown Capital Securities | Chico, CA | Aug 2017 - Apr 2022 | 4 |
| Unemployed | Chico, CA | May 2017 - Aug 2017 | < 1 |
| Norcal Financial | Chico, CA | Feb 2016 - May 2017 | 1 |
| Unemployed | Chico, CA | Dec 2015 - Feb 2016 | < 1 |
| Cleveland City Schools | Cleveland, TN | Aug 2015 - Dec 2015 | < 1 |
| Bradley County Schools | Cleveland, TN | Aug 2015 - Dec 2015 | < 1 |
| Legal Shield | Cleveland, TN | May 2010 - Aug 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CA
-
Total Assets Under Management4,542MILLIONS
-
Total Number of Accounts17,793ACCOUNTS
-
Average Account Value$255,250
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.