Jana Lavanway has been an investment adviser representative at Juncture Wealth Strategies since September 2020, and is not listed among the firm’s executive officers or direct owners. Jana Lavanway holds a Communications degree from Miami University and a Certificate in Executive Financial Planning from The Ohio State University.
Juncture Wealth Strategies, LLC is a Scottsdale, AZ firm with $474M under management, 462 clients and 9 advisers across 3 offices, as of its March 2026 filing.
Jana LaVanway is Senior Wealth Advisor of Juncture Wealth Strategies. Before joining Juncture she was a Financial Consultant at Fidelity Investments in the Private Client Group, where she provided financial planning and investment advice to high net worth families and individuals.
Jana Lavanway’s longest registration is the current one, 6 years at Juncture Wealth Strategies since 2020. Before joining Juncture Wealth Strategies in 2020, Jana Lavanway was registered through Fidelity Personal and Workplace Advisors and Strategic Advisers LLC.
- – present · 6 yearsScottsdale, AZ · Adviser representative · Firm CRD 298110
- Fidelity Personal and Workplace Advisors– · 2 yearsBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 4 yearsChandler, AZ · Adviser representative · Firm CRD 104555
- MML Investors Services, LLC– · under a yearScottsdale, AZ · Adviser representative · Firm CRD 10409
Professional designations
Listed by Juncture Wealth Strategies
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jana Lavanway is registered as an investment adviser representative in 2 states. The first approvals date from September 2020; the most recent is Texas, in October 2023.
- ArizonaSince 18 September 2020
- TexasSince 6 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 March 2012 |
| Series 7 | General Securities Representative Examination | 8 December 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 March 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 March 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5590378
- Firm
- Juncture Wealth Strategies · CRD 298110
- Office
- 8777 E Via De Ventura, SUITE 120, Scottsdale, AZ 85258
- Registration
- Investment adviser registration
- In the industry since
- April 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- juncturewealth.com
Where does Jana Lavanway work?
Jana Lavanway is an investment adviser representative registered through Juncture Wealth Strategies, LLC since September 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jana Lavanway a financial advisor?
Yes. Jana Lavanway has a current investment-adviser registration in Arizona and Texas, through Juncture Wealth Strategies since September 2020.
How many years of experience does Jana Lavanway have?
Jana Lavanway has 17 years in the financial industry, since April 2009, across 4 adviser firms.
What exams has Jana Lavanway passed?
Jana Lavanway has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2009. FINRA credited Jana Lavanway with the SIE, which began in October 2018.
Where did Jana Lavanway work before Juncture Wealth Strategies?
Before Juncture Wealth Strategies, Jana Lavanway was registered through Strategic Advisers LLC, December 2013 to July 2018; MML Investors Services, LLC, May 2012 to December 2012.
Where is Jana Lavanway based?
Jana Lavanway’s registered office is in Scottsdale, AZ.
Is Jana Lavanway registered with FINRA?
No. Jana Lavanway has no current broker registration.
Is Jana Lavanway a CFP?
Juncture Wealth Strategies lists Jana Lavanway with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jana Lavanway’s record?
Search CRD 5590378 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jana Lavanway’s full registration record.
