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Jana Blackwell Morrison

Burkett Financial Services, LLC

Rock Hill, SC

CRD 6194448

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Employer firm

Burkett Financial Services, LLC CRD 140168

$573M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Burkett Financial Services, Llc

128 East Main Street Suite 101, Rock Hill, SC 29730 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-09-07
  • SC RA
    APPROVED
    Since 2022-09-07

Branch Locations

128 East Main Street Suite 101, Rock Hill, SC 29730 • 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
Burkett Financial Services, Llc Rock Hill SC 09/2014 07/2022
Buckingham Strategic Wealth, Llc Clayton MO 07/2022 08/2022
Burkett Financial Services, Llc Rock Hill SC 08/2022 Present
Previous Registrations
  • 2022-08-03 → 2022-10-19
    Buckingham Strategic Wealth, Llc
    Charlotte, NC
    St Louis, MO
  • 2014-09-26 → 2022-07-25
    Burkett Financial Services, Llc
    Rock Hill, SC
  • 2013-08-05 → 2014-09-08
    Cetera Wealth Services, Llc
    Lancaster, SC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-06-28
  • S63 Uniform Securities Agent State Law Examination
    2013-06-28
Designations
  • Certified Financial Planner
Other Names
  • Jana Lynn Blackwell

View on SEC IAPD

Nearby Firms

BNA WEALTH
EDWARD JONES
INTENTIONAL

Nearby Investors

BERNARD NEAL ACKERMAN
Adam Eric Ackerman
Gavin Mark Gochnour

Nearby Offices

BNA WEALTH · ROCK HILL, SC
EDWARD JONES · Rock Hill, SC
INTENTIONAL · FORT MILL, SC

More in Rock Hill, SC

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