Jana Lavanway

Employer firm

Juncture Wealth Strategies, LLC CRD 298110

$474M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 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

• 2018-07-13 → 2020-09-03
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2013-12-09 → 2018-07-13
  Strategic Advisers Llc
  Chandler, AZ
• 2012-05-25 → 2012-12-07
  Mml Investors Services, Llc
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2012-03-09
• S63 Uniform Securities Agent State Law Examination
  2009-03-13

Designations

• Certified Financial Planner