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Jana Michele Ramsey-Weaver

Merit Financial Advisors

Tulsa, OK

Alpharetta, GA

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-01-15
  • OK RA
    APPROVED
    Since 2021-01-15

Branch Locations

6140 South 104 East Aveneue Suite 100, Tulsa, OK 74133 • United States

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
Harrison Henderson, Pllc Tulsa OK 11/1992 Present
1St Global Advisors, Inc. Tulsa OK 09/2018 10/2019
1St Global Capital Corp. Tulsa OK 09/2018 10/2019
Avantax Advisory Services Tulsa OK 10/2019 01/2021
Avantax Investment Services, Inc. Tulsa OK 10/2019 01/2021
Lpl Financial, Llc Tulsa OK 01/2021 08/2024
Merit Financial Advisors Alpharetta GA 01/2021 Present
  • 11/1992 → Present
    Harrison Henderson, Pllc
    Tulsa, OK
  • 09/2018 → 10/2019
    1St Global Advisors, Inc.
    Tulsa, OK
  • 09/2018 → 10/2019
    1St Global Capital Corp.
    Tulsa, OK
  • 10/2019 → 01/2021
    Avantax Advisory Services
    Tulsa, OK
  • 10/2019 → 01/2021
    Avantax Investment Services, Inc.
    Tulsa, OK
  • 01/2021 → 08/2024
    Lpl Financial, Llc
    Tulsa, OK
  • 01/2021 → Present
    Alpharetta, GA
Previous Registrations
  • 2019-10-25 → 2021-01-15
    Avantax Advisory Services
    Irving, TX
  • 2019-01-26 → 2019-10-25
    1St Global Advisors Inc
    Tulsa, OK
Other Businesses

1) 01/09/1992 - OTHER - HENDERSON & RAMSEY, P.C - 10% - INVESTMENT RELATED - TULSA, OK 74133 2) 09/30/2020 - REAL ESTATE RENTAL - BOTTOMS UP CABIN, LLC - INVESTMENT RELATED - BROKEN BOW, OK 74728 3) 11/27/2013 - TAX PREP/ACCOUNTING/CPA - HARRISON HENDERSON, PLLC - 10% - INVESTMENT RELATED - TULSA, OK 74133 4) 06/07/2022 - Merit Financial Group - DBA: Merit - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 05/01/2022 - 20 Hours Per Month/ 20 Hours During Securities Trading. 5) 01/01/2026 - SSC Advisors, Inc - Not investment-related - 6140 S. 104th E. Ave. - CPA Firm - Director - 160 hours monthly and during securities trading hours - I refer clients from the CPA firm to Merit. We prepare a large number of tax returns for Merit clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-26
  • S66 Uniform Combined State Law Examination
    2019-01-26
Other Names
  • Jana Michele Ramsey
  • Jana Michele Long

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