Jana Basden (CRD# 1291917) is an Investment Advisor Representative working at Edward Jones in Albany, OR and has over 25 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.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5919156
Ameriprise Financial Services, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St. Louis, MO | Jun 2018 - Current | 5 |
Ploutus Advisory Service | Hillsboro, OR | Dec 2013 - Current | 10 |
Rosenbaum Financial | Portland, OR | Sep 2003 - Jun 2018 | 14 |
Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Jun 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
S63 | Uniform Securities State Law Examination | Jun 2018 |
- OR
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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