LJ
Luann C. Jarnagin
WMG FINANCIAL ADVISORS
Knoxville, TN 37932
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CRD#: 5686047
LJ
Professional summary
Luann Craft Jarnagin, who also goes by Luann B Craft, Luann Beamon Craft, Luann C Jarnagin, Luann Craft Jarnagin Ms., Luann Craft Jarnagin, is a registered financial advisor currently at WMG FINANCIAL ADVISORS, LLC located in Knoxville, Tennessee.
Luann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Luann has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 62 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Luann B Craft | Luann Beamon Craft | Luann C Jarnagin | Luann Craft Jarnagin Ms. | Luann Craft Jarnagin
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.
WMG FINANCIAL ADVISORS; Investment Related; 620 Mabry Hood Road, Suite 101, Knoxville TN 37932; Investments; Investment Advisor; Start Date 10/2007; 35 hours per month with those 35 hours occurring during trading hours; Provide advisory and investment related services to clients for a fee. >> WMG FINANCIAL SERVICES; Investment Related; 620 Mabry Hood Road, Suite 101, Knoxville TN 37932; Insurance; Agent; Start Date 10/2017; 5 hours per month with those 5 hours occurring during trading hours; Sales and service of Fixed Annuity, Long-Term Care, Traditional Life and other insurance related products. >> LUANN JARNAGIN; Non-Investment Related; 420 Ward Road, Loudon TN 37774; Other; Consultant; Start Date 02/2011; 2 hours per month with no hours per month occurring during trading hours; Provide human resources consulting and training services. >> LOUDON CUMBERLAND PRESBYTERIAN Rental Property; Not investment related; Real Estate; Owner effective 1/31/2024; 2 hours per month with no hours per month occurring during trading hours; Oversees management company that collects rent and provides maintenance of the property.
CRS (Client Relationship Summary) - RIA
Click below to view Luann Craft Jarnagin'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®
NoneExperience
Current
August 15, 2017 - Present
WMG FINANCIAL ADVISORS, LLC
Office #1: 620 Mabry Hood Road Suite 101, Knoxville, TN 37932RIA
CRD#: 285824
Knoxville, TN
Past
December 8, 2017 - December 31, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
KNOXVILLE, TN
Past
August 8, 2011 - December 20, 2017
OSAIC FS, INC.
RIA
CRD#: 3870
KNOXVILLE, TN
Past
October 5, 2009 - December 20, 2017
OSAIC FS, INC.
BD
CRD#: 3870
KNOXVILLE, TN
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".
WF
WMG FINANCIAL ADVISORS, LLC
DAVIS WEALTH PARTNERS | WMG FINANCIAL ADVISORS, LLC | LEGACY WEALTH MANAGEMENT | KAIZEN RETIREMENT PLAN CONSULTANTS, LLC
CRD#: 285824 / SEC#: 801-116718
RIA
Registered Investment Advisory firm - (6/4/2019 Approved)Florida
Registered Investment Advisory firm - (8/16/2019 Terminated)Georgia
Registered Investment Advisory firm - (8/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2019 Terminated)Mississippi
Registered Investment Advisory firm - (8/16/2019 Terminated)Tennessee
Registered Investment Advisory firm - (8/19/2019 Terminated)Texas
Registered Investment Advisory firm - (8/16/2019 Terminated)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
Tennessee(8/15/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 4/25/2013
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
Current Firm
WF
WMG FINANCIAL ADVISORS, LLC
DAVIS WEALTH PARTNERS | WMG FINANCIAL ADVISORS, LLC | LEGACY WEALTH MANAGEMENT | KAIZEN RETIREMENT PLAN CONSULTANTS, LLC
CRD#: 285824 / SEC#: 801-116718
RIA
Registered Investment Advisory firm - (6/4/2019 Approved)Florida
Registered Investment Advisory firm - (8/16/2019 Terminated)Georgia
Registered Investment Advisory firm - (8/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2019 Terminated)Mississippi
Registered Investment Advisory firm - (8/16/2019 Terminated)Tennessee
Registered Investment Advisory firm - (8/19/2019 Terminated)Texas
Registered Investment Advisory firm - (8/16/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
620 Mabry Hood Road Suite 101, Knoxville, TN 37932
Mailing Address
Phone number
(865) 290-4000
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,940 |
| AUM (Assets Under Management) | $ 614,890,081 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WMG FINANCIAL ADVISORS, LLC
CRD#: 285824Knoxville, TN 37932TRUST BUT VERIFY
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