Jane A. Beckett

Some features on this profile are disabled

CRD#: 2524260

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 Ann Beckett, who also goes by Jane Ann Harvey, Jane Ann Stevenson, was a registered financial professional .

Jane is a previously registered financial professional and started their career in finance in 1994. Jane had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jane Ann Harvey | Jane Ann Stevenson

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

March 22, 2011 - March 14, 2017

SAVANT WEALTH MANAGEMENT

RIA

CRD#: 107271

ROCKFORD, IL

Past

August 22, 2006 - November 12, 2010

ASSOCIATED INVESTMENT SERVICES, INC.

CRD#: 1464

DEKALB, IL

Past

March 11, 2003 - November 14, 2005

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

FRONTENAC, MO

Past

March 11, 2003 - November 14, 2005

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

April 9, 2000 - March 28, 2003

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

STERLING, IL

Past

August 8, 1996 - March 28, 2003

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

October 10, 1994 - July 23, 1996

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SAVANT WEALTH MANAGEMENT

CRD#: 107271 / SEC#: 801-43144

RIA

Registered Investment Advisory firm - (1/22/1993 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/13/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/28/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/7/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/22/2003

General Securities Principal Examination

Current Firm

SAVANT WEALTH MANAGEMENT

CRD#: 107271 / SEC#: 801-43144

RIA

Registered Investment Advisory firm - (1/22/1993 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

190 Buckley Drive, Rockford, IL 61107

Mailing Address

Phone number

(815) 227-0300

Established

Firm type

Fiscal year end

# of Employees

565

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAVANT WEALTH MANAGEMENT ADV PART 2A BROCHURE (10/28/2025)

Regulatory assets under management

Total Number of Accounts	65,929
AUM (Assets Under Management)	$ 37,127,688,152

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
10/25/2024	Cover Page	Report
09/21/2023	Cover Page	Report

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jane A. Beckett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ASSOCIATED INVESTMENT SERVICES, INC.

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CETERA INVESTMENT SERVICES LLC

Primary Firm SEC Registration

SAVANT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/13/1999

Series 63

Date: 10/28/1994

Series 7

Date: 10/7/1994

Series 24

Date: 12/22/2003

Current Firm

SAVANT WEALTH MANAGEMENT

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SAVANT WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors