Jana
Morrison
Burkett Financial Services, LLC
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About this Advisor
Jana Morrison is a financial advisor based in Rock Hill, South Carolina, working with Burkett Financial Services, LLC. Jana has previously held positions at Founders Federal Credit Union, Cetera Advisors Network, Burkett Financial Services, LLC, and Buckingham Strategic Wealth, LLC. Jana has passed the Series 63 regulatory exam and is registered to provide services in South Carolina. Currently, Jana is part of Burkett Financial Services, LLC, which operates out of Rock Hill, South Carolina. The firm has one office and six employees. The firm manages assets totaling $436.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Burkett Financial Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Burkett Financial Services, LLC Brokerage Details
$436,532,161
6
1,524
$286,438
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jana Morrison Work History
Burkett Financial Services, LLC
Buckingham Strategic Wealth, LLC
Burkett Financial Services, LLC
Founders Federal Credit Union
Cetera Advisors Network
Disclosures
Please visit the SEC profile of Jana Morrison 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 Burkett Financial Services, LLC
Rock Hill, SC
Rock Hill, SC
Rock Hill, SC
Rock Hill, SC
West Columbia, SC
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