Janaye L. Carracedo

ENVISION RETIREMENT LLC

Tempe, AZ 85284

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CRD#: 5104906

Professional summary

Janaye Lyn Carracedo, who also goes by Janaye Lyn Burt, is a registered financial advisor currently at ENVISION RETIREMENT LLC located in Tempe, Arizona.

Janaye is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Janaye has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janaye Lyn Burt

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) - RIA

Click below to view Janaye Lyn Carracedo's CRS (Customer Relationship Summary).

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

Current

July 22, 2022 - Present

ENVISION RETIREMENT LLC

Office #1: 430 W Warner Road Suite 108, Tempe, AZ 85284

RIA

CRD#: 319587

Tempe, AZ

Past

October 27, 2008 - October 22, 2010

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

SCOTTSDALE, AZ

Past

October 1, 2008 - October 22, 2010

J.P. MORGAN SECURITIES LLC

CRD#: 79

SCOTTSDALE, AZ

Past

September 1, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

SCOTTSDALE, AZ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/22/2022)

IAR

California
(8/10/2022)

IAR

Texas
(9/19/2022)

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 66

Date: 10/17/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/29/2008

General Securities Representative Examination

Current Firm

ENVISION RETIREMENT LLC

DESERT HORIZONS FINANCIAL, LLC | ENVISION RETIREMENT LLC

CRD#: 319587 / SEC#:

Arizona

Registered Investment Advisory firm - (7/22/2022 Approved)

California

Registered Investment Advisory firm - (8/10/2022 Approved)

Texas

Registered Investment Advisory firm - (9/19/2022 Approved)

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Contact information

Main Address

430 W Warner Road Suite 108, Tempe, AZ 85284

Mailing Address

Phone number

(602) 888-3099

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	487
AUM (Assets Under Management)	$ 79,651,450

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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Janaye L. Carracedo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janaye Lyn Carracedo's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENVISION RETIREMENT LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/17/2008

Series 7

Date: 8/29/2008

Current Firm

ENVISION RETIREMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ENVISION RETIREMENT LLC

TRUST BUT VERIFY

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