Jana L. Owen

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CRD#: 1949199

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.

Jana Lynn Owen was a registered financial professional .

Jana is a previously registered financial professional and started their career in finance in 1989. Jana had worked at 13 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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

July 15, 2014 - December 1, 2014

IFS SECURITIES

CRD#: 40375

ATLANTA, GA

Past

April 11, 2012 - July 31, 2012

INTERNATIONAL ASSETS ADVISORY, LLC

CRD#: 10645

TAMPA, FL

Past

March 30, 2007 - May 12, 2008

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

March 30, 2005 - November 18, 2005

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

May 23, 2000 - April 7, 2003

SOUTHTRUST SECURITIES, LLC

CRD#: 17922

BIRMINGHAM, AL

Past

October 20, 1997 - March 7, 2000

TRUSTED SECURITIES ADVISORS CORP.

CRD#: 24049

NEW YORK, NY

Past

June 1, 1995 - October 10, 1995

SOUTHTRUST SECURITIES, LLC

CRD#: 17922

BIRMINGHAM, AL

Past

January 23, 1995 - June 5, 1995

SOUTHTRUST INVESTMENT SERVICES, INC.

CRD#: 34975

Past

June 8, 1994 - July 27, 1994

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

October 7, 1993 - January 1, 1994

NATIONSSECURITIES

CRD#: 32542

Past

March 17, 1993 - September 17, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 24, 1992 - February 18, 1993

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

December 19, 1990 - June 22, 1992

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

Past

August 8, 1990 - January 1, 1991

KOBER FINANCIAL CORP.

CRD#: 17551

ENGLEWOOD, CO

Past

October 25, 1989 - October 18, 1990

BLINDER, ROBINSON & CO., INC.

CRD#: 5096

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

Series 63

Date: 9/21/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/1/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

Current Firm

IFS SECURITIES

CRD#: 40375 / SEC#: , 8-49020

Terminated by SEC on 02/28/2020

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Contact information

Main Address

Mailing Address

Phone number

Established

Pennsylvania since 09/21/1993

Firm type

Corporation

Fiscal year end

March

# of Employees

Documents

Direct owners and executive officers

Name	Position	CRD#
IFS GROUP, INC.	FOREIGN ENTITY/DIRECT OWNER
MCKENZIE, ALEXYS ULANDO	CEO/OWNER	2642827
SADLER, JOQUINN THOMAS	CHIEF COMPLIANCE OFFICER / CHIEF OPERATIONS OFFICER	2817763

Disclosures

Regulatory Event	3
Arbitration	1
Financial	1

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.

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Advisor Monitoring

Firm Stability Insights

Jana L. Owen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INTERNATIONAL ASSETS ADVISORY, LLC

RAYMOND JAMES & ASSOCIATES, INC.

QUEST CAPITAL STRATEGIES, INC.

SOUTHTRUST SECURITIES, LLC

TRUSTED SECURITIES ADVISORS CORP.

SOUTHTRUST SECURITIES, LLC

SOUTHTRUST INVESTMENT SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

NATIONSSECURITIES

PRUDENTIAL EQUITY GROUP, LLC

UBS FINANCIAL SERVICES INC.

CHATFIELD DEAN & CO., INC.

KOBER FINANCIAL CORP.

BLINDER, ROBINSON & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/21/1989

SIE

Date: 12/1/2014

Series 7

Date: 10/21/1989

Current Firm

IFS SECURITIES

Contact information

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

IFS SECURITIES

TRUST BUT VERIFY

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