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JH

Jane W. Horton

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CRD#: 1406477
JH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jane Whitsitt Horton, who also goes by Jane W Horton, was a registered financial professional .

Jane is a previously registered financial professional and started their career in finance in 1986. Jane had worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jane W Horton

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 6, 2000 - December 31, 2006

WOMACK INVESTMENT ADVISERS, INC

RIA
CRD#: 118081
EDMOND, OK
Past

June 10, 1997 - February 3, 2022

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
OKLAHOMA CITY, OK
Past

September 15, 1992 - February 3, 2022

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
OKLAHOMA CITY, OK
Past

September 13, 1991 - October 2, 1992

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

June 13, 1988 - September 16, 1991

GREEN HILL FINANCIAL SERVICE CORPORATION

BD
CRD#: 4882
Past

January 27, 1987 - June 6, 1988

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
Past

March 14, 1986 - February 5, 1987

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/14/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WI
WOMACK INVESTMENT ADVISERS, INC
WOMACK INVESTMENT ADVISERS, INC

CRD#: 118081 / SEC#: 801-68170

RIA
Registered Investment Advisory firm - (7/2/2012 Terminated)
California
Registered Investment Advisory firm - (4/8/2016 Approved)
Illinois
Registered Investment Advisory firm - (6/11/2012 Approved)
Indiana
Registered Investment Advisory firm - (3/9/2012 Approved)
Oklahoma
Registered Investment Advisory firm - (6/29/2012 Approved)
Texas
Registered Investment Advisory firm - (6/25/2012 Approved)
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Contact information


Main Address
1366 E 15th St, Edmond, OK 73013
Mailing Address
Phone number
(405) 340-1717
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts418
AUM (Assets Under Management)$ 76,429,364

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WOMACK INVESTMENT ADVISERS, INC

CRD#: 118081

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