Jeanna Sue Nation

Employer firm

West Financial Advisors, L.l.c. CRD 142265

$674M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• 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

• 05/2017 → Present
  West Financial Advisors, L.L.C.
  Des Moines, IA
• 08/2009 → 05/2017
  Iowa State University
  Ames, IA

Other Businesses

Rare Breed Kettlebell, 924 W 1st Street, Boone, Iowa 50036, a fitness company, was started in 2011 with Brian Nation, my spouse, and myself as partners. This business is not investment related and fewer than 1 hour per month of my time is spent on business operations.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-14

Designations

• Certified Financial Planner

Other Names

• Jeanna Sue Hennick