Jana
Ramsey-Weaver
Merit Financial Advisors
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About this Advisor
Jana Ramsey-Weaver is a financial advisor working in Tulsa, Oklahoma with 2 years of relevant experience. Ramsey-Weaver works at Merit Financial Advisors. Throughout their career, Ramsey-Weaver has worked at Harrison Henderson, Pllc, 1St Global Advisors, Inc, 1St Global Capital Corp, Avantax Advisory Services, Avantax Investment Services, Inc, Lpl Financial, LLC and Mer. Ramsey-Weaver has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Oklahoma. Merit Financial Advisors is a financial advisory business operating out of Alpharetta, GA. The investment advisory business has offices in 40 locations and a total of 217 employees. It manages $6 billion in assets under management across its 19,368 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 19,368 accounts, 22% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely are based on the services. However, fee types charged by Merit Financial Advisors can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$5,522,570,668
217
19,368
$285,139
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jana Ramsey-Weaver Work History
Jana has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Mer
Harrison Henderson, Pllc
Avantax Advisory Services
Avantax Investment Services, Inc
1St Global Advisors, Inc
1St Global Capital Corp
*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 Ramsey-Weaver 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 Merit Financial Advisors
Birmingham, AL
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Alpharetta, GA
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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