Jann B Catto
Professional Summary
Jann B Catto, who also goes by Laura Jann Bate, was a registered financial advisor. Jann was a previously registered financial professional and started their career in finance 2003 - 2017. Jann had worked at 5 firms and has passed the Series 65, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Laura Jann Bate
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
ABT FINANCIAL, LLC | WHITE OAK WEALTH PARTNERS | THE LYNN ADVISORY GROUP, LLC | TALISMAN WEALTH ADVISORS | SAIDEL WEALTH MANAGEMENT | RP CAPITAL ADVISORS | QUEST FINANCIAL SERVICES | PRIVATE PORTFOLIO PARTNERS, LLC | NAZARETH WEALTH ADVISORS | M. SCOTT INVESTMENT SERVICES | LINK FINANCIAL, LLC | L. ROSS WEALTH MANAGEMENT | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | JAMES VAN METTER & ASSOCIATES INC. | INTEGRA WEALTH MANAGEMENT | GT GROUP | GCB PRIVATE WEALTH MANAGEMENT | GCB PRIVATE WEALTH | FAMILY WEALTH STEWARDS | FAIRWAY WEALTH MANAGEMENT | ESSENTIAL WEALTH MANAGEMENT | DILORENZO AND BARLETTA WEALTH MANAGEMENT | CARUSO FINANCIAL GROUP, LLC | CAPRIOTTI & COMPANY | BLUHAWK WEALTH MANAGEMENT | ARCHWAY WEALTH MANAGEMENT
Contact Information
Main Address
461 From Road Suite 385, Paramus, NJ 07652Phone Number
(201) 939-6644# of Employees
28Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,652AUM (Assets Under Management)
$1,053,300,488Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2003About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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