Jana Morrison has been an investment adviser representative at Burkett Financial Services since September 2022, and is not listed among the firm’s executive officers or direct owners. Jana Morrison holds a Bachelor of Science in Accounting from The University of South Carolina.
Burkett Financial Services, LLC is a Rock Hill, SC firm with $573M under management, 476 clients and 5 advisers across 2 offices, as of its February 2026 filing.
Jana Morrison is Financial Consultant of Burkett Financial Services and primarily works in the Rock Hill office. She spent twenty-one years at The Springs Company, a high-net-worth family office, where she held the positions of Senior Tax Manager and Assistant Vice President of Tax. She later worked as a Financial Advisor at Founders Federal Credit Union.
Jana Morrison’s longest registration was 7 years at Burkett Financial Services, LLC (2014–2022). Before joining Burkett Financial Services in 2022, Jana Morrison was registered through Buckingham Strategic Wealth, LLC and Cetera Advisor Networks LLC.
- – present · 4 yearsRock Hill, SC · Adviser representative · Firm CRD 140168
- Buckingham Strategic Wealth, LLC– · under a yearCharlotte, NC · Adviser representative · Firm CRD 143323
- Cetera Advisor Networks LLC– · 1 yearLancaster, SC · Adviser representative · Firm CRD 13572
Professional designations
Listed by Burkett Financial Services
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jana Morrison is registered as an investment adviser representative in South Carolina, since September 2022.
- South CarolinaSince 7 September 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 2013 |
| Series 7 | General Securities Representative Examination | 18 June 2013 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jana Blackwell Morrison
- CRD
- 6194448
- Firm
- Burkett Financial Services · CRD 140168
- Office
- 128 EAST MAIN STREET, SUITE 101, Rock Hill, SC 29730
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- burkettfs.com
Where does Jana Morrison work?
Jana Morrison is an investment adviser representative registered through Burkett Financial Services, LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jana Morrison a financial advisor?
Yes. Jana Morrison has a current investment-adviser registration in South Carolina, through Burkett Financial Services since September 2022.
How many years of experience does Jana Morrison have?
Jana Morrison has 13 years in the financial industry, since August 2013, across 3 adviser firms.
What exams has Jana Morrison passed?
Jana Morrison has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in June 2013.
Where did Jana Morrison work before Burkett Financial Services?
Before Burkett Financial Services, Jana Morrison was registered through Cetera Advisor Networks LLC, August 2013 to September 2014.
Where is Jana Morrison based?
Jana Morrison’s registered office is in Rock Hill, SC.
Is Jana Morrison registered with FINRA?
No. Jana Morrison has no current broker registration.
Is Jana Morrison a CFP?
Burkett Financial Services lists Jana Morrison with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jana Morrison’s record?
Search CRD 6194448 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jana Morrison’s full registration record.
- Phillip SmileyChief Compliance Officer
- Donald BurkettMember
- Ronald BurkettMember