Jana B. Morrison

BURKETT FINANCIAL SERVICES

Rock Hill, SC 29730

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CRD#: 6194448

Professional summary

Jana Blackwell Morrison, CFP®, who also goes by Jana Lynn Blackwell, is a registered financial advisor currently at BURKETT FINANCIAL SERVICES, LLC located in Rock Hill, South Carolina.

Jana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jana has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jana Lynn Blackwell

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 Blackwell Morrison'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: 2009

Experience

Current

September 7, 2022 - Present

BURKETT FINANCIAL SERVICES, LLC

Office #1: 128 East Main Street Suite 101, Rock Hill, SC 29730

RIA

CRD#: 140168

Rock Hill, SC

Past

August 3, 2022 - October 19, 2022

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA

CRD#: 143323

CHARLOTTE, NC

Past

September 26, 2014 - July 25, 2022

BURKETT FINANCIAL SERVICES, LLC

RIA

CRD#: 140168

ROCK HILL, SC

Past

August 5, 2013 - September 8, 2014

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

LANCASTER, SC

Past

June 18, 2013 - September 8, 2014

CETERA WEALTH SERVICES, LLC

CRD#: 13572

LANCASTER, SC

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".

BURKETT FINANCIAL SERVICES, LLC

CRD#: 140168 / SEC#: 801-67535

RIA

Registered Investment Advisory firm - (1/29/2007 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

South Carolina
(9/7/2022)

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

Series 63

Date: 6/28/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/2013

General Securities Representative Examination

Current Firm

BURKETT FINANCIAL SERVICES, LLC

CRD#: 140168 / SEC#: 801-67535

RIA

Registered Investment Advisory firm - (1/29/2007 Approved)

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Contact information

Main Address

128 East Main Street Suite 101, Rock Hill, SC 29730

Mailing Address

Phone number

(803) 980-3232

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BURKETT FINANCIAL SERVICES COMPLETE BROCHURE (2/13/2025)

Regulatory assets under management

Total Number of Accounts	1,579
AUM (Assets Under Management)	$ 490,786,468

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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Jana B. Morrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BURKETT FINANCIAL SERVICES, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

BURKETT FINANCIAL SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

BURKETT FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/28/2013

Series 7

Date: 6/18/2013

Current Firm

BURKETT FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BURKETT FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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