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Jana Wheatley

Edward Jones

Omaha, NE

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-20
NE RA APPROVED 2024-06-28
  • TX RA
    APPROVED_RES
    Since 2024-08-20
  • NE RA
    APPROVED
    Since 2024-06-28

Branch Locations

11422 Miracle Hills Dr Ste 201, Omaha, NE 68154-5310 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Bank Omaha NE 01/2022 02/2023
U.S. Department Of Commerce Omaha NE 07/2020 10/2020
Lpl Financial Llc Omaha NE 01/2022 02/2023
Edward Jones St. Louis MO 06/2024 Present
Unemployed Waterloo NE 02/2023 06/2024
Unemployed Waterloo NE 01/2009 01/2022
  • 01/2022 → 02/2023
    Equitable Bank
    Omaha, NE
  • 07/2020 → 10/2020
    U.S. Department Of Commerce
    Omaha, NE
  • 01/2022 → 02/2023
    Omaha, NE
  • 06/2024 → Present
    St. Louis, MO
  • 02/2023 → 06/2024
    Unemployed
    Waterloo, NE
  • 01/2009 → 01/2022
    Unemployed
    Waterloo, NE
Previous Registrations
  • 2022-04-07 → 2023-02-28
    Omaha, NE
  • 2001-04-17 → 2009-01-20
    Wells Fargo Investments, Llc
    Omaha, NE
    Omaha, NE
    Omaha, NE
Other Businesses

West Shores Home Owner Association Type: Date: 01/31/23 Title: Board of Directors Member Trad Hrs: 0 Tot Hrs: 0 Desc: Volunteer position. One of seven elected non-compensated Members responsible for management of neighborhood and lake business with no money handling or check writing authority. City-State: Waterloo NE ***** "Rental property Type: Residential real estate Date: 06/01/96 Title: self owned Trad Hrs: 1 Tot Hrs: 0 Desc: own and manage City-State: Waterloo NE"

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-05
S65 Uniform Investment Adviser Law Examination 1999-12-09
S63 Uniform Securities Agent State Law Examination 1997-04-25
  • S66 Uniform Combined State Law Examination
    2022-04-05
  • S65 Uniform Investment Adviser Law Examination
    1999-12-09
  • S63 Uniform Securities Agent State Law Examination
    1997-04-25
Other Names
  • Jana Marissa Osborne Wheatley
  • Jana M Osborne
  • Jana Marissa Wheatley
  • Jana Wheatley Renault
  • Jana Wheatley

View on SEC IAPD

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