Luann Craft Jarnagin

Employer firm

Wmg Financial Advisors, LLC CRD 285824

$694M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2009 → 12/2017
  Lincoln Financial Securities Corp
  Knoxville, TN
• 08/2017 → Present
  Dba - Wmg Financial Advisors
  Knoxville, TN
• 08/2017 → Present
  Wmg Financial Services
  Knoxville, TN
• 12/2017 → 12/2022
  Concourse Financial Group Securities Inc (Fka Proequities Inc)
  Knoxville, TN
• 02/2011 → Present
  Luann Jarnagin
  Knoxville, TN

Previous Registrations

• 2011-08-08 → 2017-12-20
  Osaic Fs, Inc.
  Knoxville, TN

Other Businesses

WMG FINANCIAL ADVISORS; Investment Related; 620 Mabry Hood Road, Suite 101, Knoxville TN 37932; Investments; Investment Advisor; Start Date 10/2007; 35 hours per month with those 35 hours occurring during trading hours; Provide advisory and investment related services to clients for a fee. >> WMG FINANCIAL SERVICES; Investment Related; 620 Mabry Hood Road, Suite 101, Knoxville TN 37932; Insurance; Agent; Start Date 10/2017; 5 hours per month with those 5 hours occurring during trading hours; Sales and service of Fixed Annuity, Long-Term Care, Traditional Life and other insurance related products. >> LUANN JARNAGIN; Non-Investment Related; 420 Ward Road, Loudon TN 37774; Other; Consultant; Start Date 02/2011; 2 hours per month with no hours per month occurring during trading hours; Provide human resources consulting and training services. >> LOUDON CUMBERLAND PRESBYTERIAN Rental Property; Not investment related; Real Estate; Owner effective 1/31/2024; 2 hours per month with no hours per month occurring during trading hours; Oversees management company that collects rent and provides maintenance of the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-23
• S63 Uniform Securities Agent State Law Examination
  2009-11-02

Other Names

• Luann Beamon Craft
• Luann C Jarnagin
• Luann B Craft
• Luann Craft Jarnagin
• Luann Craft Jarnagin