Jane D. Watts

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CRD#: 2552070

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 Downs Watts, who also goes by Linda Jane Downs Miss, Linda Jane Downs Lynn, was a registered financial professional .

Jane is a previously registered financial professional and started their career in finance in 1994. Jane had worked at 4 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Linda Jane Downs Miss | Linda Jane Downs Lynn

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

December 6, 2010 - June 27, 2017

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

RIA

CRD#: 127506

RIDGELAND, MS

Past

August 12, 2003 - July 21, 2010

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

RIA

CRD#: 127506

RIDGELAND, MS

Past

July 29, 2002 - August 15, 2003

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

September 14, 1998 - July 25, 2002

OSAIC FA, INC.

RIA

CRD#: 3978

MADISON, MS

Past

November 14, 1994 - July 25, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

November 14, 1994 - July 25, 2002

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

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".

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

DAVENPORT & WATTS INVESTMENT ADVISORS LLC | JANE WATTS FINANCIAL SERVICES, LLC | DAVENPORT WATTS & JONES, LLC | DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC | DAVENPORT & WATTS, LLC

CRD#: 127506 / SEC#: 801-123626

RIA

Registered Investment Advisory firm - (4/7/2022 Approved)

Florida

Registered Investment Advisory firm - (4/18/2022 Terminated)

Louisiana

Registered Investment Advisory firm - (4/19/2022 Terminated)

Mississippi

Registered Investment Advisory firm - (4/18/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Series 63

Date: 4/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/22/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/11/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

DAVENPORT & WATTS INVESTMENT ADVISORS LLC | JANE WATTS FINANCIAL SERVICES, LLC | DAVENPORT WATTS & JONES, LLC | DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC | DAVENPORT & WATTS, LLC

CRD#: 127506 / SEC#: 801-123626

RIA

Registered Investment Advisory firm - (4/7/2022 Approved)

Florida

Registered Investment Advisory firm - (4/18/2022 Terminated)

Louisiana

Registered Investment Advisory firm - (4/19/2022 Terminated)

Mississippi

Registered Investment Advisory firm - (4/18/2022 Terminated)

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Contact information

Main Address

234 W. School Street, Ridgeland, MS 39157

Mailing Address

P.o. Box 2300, Ridgeland, MS 39158

Phone number

(601) 898-8069

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAVENPORT WATTS DRAKE FORM ADV PART II 2025 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	352
AUM (Assets Under Management)	$ 138,847,418

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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Jane D. Watts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

SECURITIES SERVICE NETWORK, LLC

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

Primary Firm SEC Registration

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/30/1998

Series 7

Date: 3/22/1999

Series 6

Date: 11/11/1994

Current Firm

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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