Jana Basden, financial advisor Portland OR
96 score

Jana Basden

CRD Number: 1291917
Current Firm: Rosenbaum Financial

Jana Basden (CRD# 1291917) is an Investment Advisor Representative working at Rosenbaum Financial in Portland, OR and has over 32 years of experience in the finance industry. Jana Basden 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
Ploutus Advisory Service Hillsboro, OR Dec 2013 - Current 3
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 11
Ameritas Life Insurance Corp. Lincoln, NE Jun 2006 - Current 11
Rosenbaum Financial Portland, OR Sep 2003 - Current 14
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Sep 2003 - Dec 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1985
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Jana G. Basden
Phone Number: 503-352-1300
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $499,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, OR, TN, TX, UT, WA

Ready to hire a financial advisor? Get competitive proposals from Jana Basden and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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