Prospera Financial Services, Inc
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About this Advisor
Jana Waters is a certified financial planner whose office is in Dallas, Texas. Currently a registered investment advisor with Prospera Financial Services, Inc, Waters has 18 years of professional experience in the financial advisory industry. Waters holds a Series 63 license, designating them as a securities agent. Waters can act as a financial advisor in Texas. Waters has spent their career at Prospera Financial Services, Inc. Prospera Financial Services, Inc is headquartered in Dallas, Texas, and has 97 other brick-and-mortar locations across the United States. As a company, Prospera Financial Services, Inc manages $3 billion in assets throughout 9,424 client accounts and retains more than 190 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 6,826 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 19% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Prospera Financial Services, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Prospera Financial Services, Inc Brokerage Details
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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
Jana Waters Work History
Jana has 18 years of experience.
Prospera Financial Services
Jana Waters has no disclosures.
Please visit their SEC profile for more details.