Jana Mcgregor Binkley

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

• 10/2017 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Collins, CO
• 11/2016 → 09/2017
  Wells Fargo
  Fort Collins, CO
• 05/2011 → 10/2016
  Collindale Golf Course
  Fort Collins, CO
• 09/2011 → 09/2017
  Poudre School District
  Fort Collins, CO
• 02/2021 → Present
  Raymond James & Associates, Inc.
  Fort Collins, CO

Previous Registrations

• 2018-10-30 → 2021-02-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Collins, CO

Other Businesses

(1)Name of Business: Address: 814 Essex Dr., Loveland, CO, 80538, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 04/13/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: selling hand-made crochet items at a craft show.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-29

Other Names

• Jana M Mcgregor
• Jana Mcgregor
• Jana Michelle Mcgregor