Jana
Ham
The Wealth Consulting Group
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About this Advisor
Jana Ham is a financial advisor operating out of Rancho Mirage, California with 9 years of industry experience. Ham is an employee of The Wealth Consulting Group. Throughout their career, they have worked at Metlife Securities Inc, Lpl Financial, LLC and The Wealth Consulting Group. Ham has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. The Wealth Consulting Group is a registered investment firm operating out of Las Vegas, NV. The company has offices in 34 locations and a total of 131 people on staff. It has $3 billion in total assets between its 11,436 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 28 charitable organizations. Of its 11,436 accounts, 35% are held by high-net-worth clients who have at least $1 million in investable assets. The Wealth Consulting Group provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules vary depending on the services provided. However, fees charged by The Wealth Consulting Group most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Wealth Consulting Group Brokerage Details
$2,795,803,920
131
11,436
$244,474
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jana Ham Work History
Jana has been registered as a financial advisor for 9 years.*
Lpl Financial, LLC
The Wealth Consulting Group
Metlife Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jana Ham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Wealth Consulting Group
Albuquerque, NM
Las Vegas, NV
Las Vegas, NV
San Diego, CA
Las Vegas, NV
New Castle, PA
Sacramento, CA
Englewood, CO
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