Jana Lee Berry

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 07/2020
  Wells Fargo Advisors Financial Network, Llc
  Salt Lake City, UT
• 07/2020 → Present
  Raymond James Financial Services, Inc.
  Salt Lake City, UT
• 02/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Salt Lake City, UT

Other Businesses

(1)Name of Business: Uinta Wealth Management Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/29/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Office Manager (2)Name of Business: Voyager Wealth Advisors Address: 1371 E 2100 S Ste 215, Salt Lake City, UT, 84105-3731, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company only. I do not provide any services for Voyager Wealth Advisors

Exams

• S66 Uniform Combined State Law Examination
  2022-01-31
• S63 Uniform Securities Agent State Law Examination
  2008-12-16

Other Names

• Jana Lee Creamer
• Jana Lee Creamer