Jana HamCRD Number: 5630257
Current Firm: The Wealth Consulting Group
Jana Ham (CRD# 5630257) is an Investment Advisor Representative working at The Wealth Consulting Group in Rancho Mirage, CA and has over 7 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
Flc Capital Advisors
|Lpl Financial, LLC||Rancho Mirage, CA||Nov 2014 - Current||1|
|The Wealth Consulting Group||Rancho Mirage, CA||Nov 2014 - Current||1|
|Metlife Securities Inc.||San Diego, CA||Jan 2009 - Nov 2014||5|
|Retired||Rancho Mirage, CA||Jul 2006 - Jan 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management458MILLIONS
Total Number of Accounts2,351ACCOUNTS
Average Account Value$194,964
- 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
AZ, CA, CO, FL, HI, IN, LA, MI, MO, NM, NV, NY, OR, TX, VA, WA, WI