Jana Woodhouse (CRD# 1320523) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in New York, NY and has over 20 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthwave | Johns Creek, GA | Feb 2023 - Current | 1 |
Pinnacle Financial Services | Warminster, PA | Mar 2022 - Current | 2 |
United Health Care | New York, NY | Nov 2018 - Current | 5 |
College Loan Freedom | Henderson, NV | Nov 2018 - Current | 5 |
Netlaw Inc. | Louisville, KY | Jan 2016 - Current | 8 |
Transamerica Financial Advisors, Inc. | New York, NY | Jan 2012 - Current | 12 |
Jrj Business Solutions Inc. | New York, NY | Feb 2005 - Current | 19 |
Wfg | New York, NY | May 2003 - Current | 20 |
Hottestpoet.com | New York, NY | Apr 1998 - Current | 25 |
Anaj Enterprises - Tax Service | New York, NY | Nov 1978 - Current | 45 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2003 |
S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DC
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Total Assets Under Management1,815MILLIONS
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Total Number of Accounts59,659ACCOUNTS
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Average Account Value$30,430
- A percentage of assets under your management
- 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
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