JL
Jana Lavanway
from Juncture Wealth Strategies, LLC
Jana Lavanway is a financial advisor based in Arizona, Scottsdale,
with 16 years of experience. Jana currently works for
Juncture Wealth Strategies, LLC.
Jana maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jana Lavanway works at Juncture Wealth Strategies, LLC
Juncture Wealth Strategies, LLC is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $295,660,018 of assets under management and employs about 11 people. Juncture Wealth Strategies, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
8777 E. Via De Ventura, Suite 120, Scottsdale, Arizona, 85258
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