Jana
Morrison
Burkett Financial Services, LLC
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About this Advisor
Jana Morrison is a certified financial planner operating in Rock Hill, South Carolina, with 1 year of industry experience. Morrison is an employee of Burkett Financial Services, LLC. Throughout their career, they have worked at Founders Federal Credit Union, The Springs Company, Cetera Advisors Network, Burkett Financial Services, LLC and Buckingham Strategic Wealth, LLC. Morrison has a Series 63 license, designating them as a securities agent, and can work in South Carolina. Burkett Financial Services, LLC is a registered investment company based out of Rock Hill, SC. The company has just five employees. It handles $396 million in total assets between its 1,450 customer accounts, placing it among the larger firms in the United States by assets under management. Of its 1,450 customer accounts, 31% belong to high-net-worth clients who have greater than $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services vary depending on the type of financial services offered. Fees charged by Burkett Financial Services, LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Burkett Financial Services, LLC Brokerage Details
$396,053,890
5
1,450
$273,141
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
Jana has been registered as a financial advisor for 1 years.*
Burkett Financial Services, LLC
Buckingham Strategic Wealth, LLC
Burkett Financial Services, LLC
Founders Federal Credit Union
Cetera Advisors Network
The Springs Company
*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 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
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
