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Jana Lavanway

Juncture Wealth Strategies, LLC

Scottsdale, AZ

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Current Employers
Juncture Wealth Strategies, Llc

8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-06
AZ RA APPROVED 2020-09-18
  • TX RA
    APPROVED
    Since 2023-10-06
  • AZ RA
    APPROVED
    Since 2020-09-18

Branch Locations

8777 E Via De Ventura Suite 120, Scottsdale, AZ 85258 • 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
Fidelity Brokerage Services Llc Chandler AZ 11/2012 09/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2020
Juncture Wealth Strategies Scottsdale AZ 09/2020 Present
  • 11/2012 → 09/2020
    Fidelity Brokerage Services Llc
    Chandler, AZ
  • 07/2018 → 09/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 09/2020 → Present
    Juncture Wealth Strategies
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-09
S63 Uniform Securities Agent State Law Examination 2009-03-13
  • S66 Uniform Combined State Law Examination
    2012-03-09
  • S63 Uniform Securities Agent State Law Examination
    2009-03-13
Designations

View on SEC IAPD

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FAITH INVESTOR SERVICES
MERIDIAN WEALTH MANAGEMENT, LLC

Other Investors

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SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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