Jana Woodhouse, financial advisor New York NY
81 score

Jana Woodhouse

CRD Number: 1320523
Current Firm: Transamerica Financial Advisors, Inc.

Jana Woodhouse (CRD# 1320523) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in New York, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. New York, NY Jan 2012 - Current 4
Transamerica Financial Advisors, Inc. New York, NY Jan 2012 - Current 4
Fna Choice Plans New Hyde Park, NY Aug 2011 - Current 5
Anaj Enterprises - Tax Service Bronx, NY May 2008 - Current 8
Jrj Business Solutions Inc. New York, NY Feb 2005 - Current 11
Wfg New York, NY May 2003 - Current 13
Hottestpoet.com New York, NY Apr 1998 - Current 18
Investment Advisors International New York, NY Feb 2009 - Jan 2012 2
Wgs,inc New York, NY Sep 2003 - Jan 2012 8
Brooklyn Office Partners Brooklyn, NY Dec 2008 - Jan 2010 1
No Family Left Behind Inc. Brokklyn, NY Oct 2007 - Jan 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S66 NASAA Uniform Combined State Law Examination Jun 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jana B. Woodhouse
Phone Number: 727-299-1800
Registered State(s):
  • DC
  • NC
  • NJ
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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