Jana Lavanway

JUNCTURE WEALTH STRATEGIES

Scottsdale, AZ 85258

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CRD#: 5590378

Professional summary

Jana Lavanway, CFP® is a registered financial advisor currently at JUNCTURE WEALTH STRATEGIES, LLC located in Scottsdale, Arizona.

Jana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jana has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jana Lavanway's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

September 1, 2020 - Present

JUNCTURE WEALTH STRATEGIES, LLC

Office #1: 8777 E Via De Ventura Suite 375, Scottsdale, AZ 85258

RIA

CRD#: 298110

Scottsdale, AZ

Past

July 13, 2018 - September 3, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

December 9, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CHANDLER, AZ

Past

December 21, 2012 - September 2, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CHANDLER, AZ

Past

May 25, 2012 - December 7, 2012

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SCOTTSDALE, AZ

Past

February 3, 2011 - December 7, 2012

MML INVESTORS SERVICES, LLC

CRD#: 10409

SCOTTSDALE, AZ

Past

March 13, 2009 - January 10, 2011

NYLIFE SECURITIES LLC

CRD#: 5167

SCOTTSDALE, AZ

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".

JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA

Registered Investment Advisory firm - (9/14/2018 Approved)

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
(9/18/2020)

IAR

Texas
(10/6/2023)

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: 3/9/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/13/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/8/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/12/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JUNCTURE WEALTH STRATEGIES, LLC

CRD#: 298110 / SEC#: 801-113927

RIA

Registered Investment Advisory firm - (9/14/2018 Approved)

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Contact information

Main Address

8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258

Mailing Address

Phone number

(480) 253-4100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JWS ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,049
AUM (Assets Under Management)	$ 409,617,995

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 Lavanway

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jana Lavanway's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

JUNCTURE WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2012

Series 63

Date: 3/13/2009

SIE

Date: 10/1/2018

Series 7

Date: 12/8/2010

Series 6

Date: 3/12/2009

Current Firm

JUNCTURE WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JUNCTURE WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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