JD
Janna M. Deegan
OPUS FINANCIAL ADVISORS
Statesville, NC 28677
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CRD#: 6574277
JD
Professional summary
Janna Michelle Deegan, who also goes by Janna Michelle Larson, is a registered financial advisor currently at OPUS FINANCIAL ADVISORS, INC. located in Statesville, North Carolina and OSAIC WEALTH, INC. located in Chapel Hill, North Carolina.
Janna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Janna has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janna Michelle Larson
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.
1) OPUS FINANCIAL ADVISORS, INC. POSITION: VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2016 ADDRESS: 4421 Manns Chapel Rd., Chapel Hill NC 27516, United States DESCRIPTION: VICE PRESIDENT, CHIEF COMPLIANCE OFFICER? ANDINVESTMENT REPRESENTATIVE FOR REGISTERED INVESTMENT ADVISORY FIRM(INVESTMENT ADVISORY SERVICES, MONEY MANAGEMENT, FINANCIAL PLANNING, INSURANCE & TAX PREPARATION SERVICES, CERTIFIED PUBLIC ACCOUNTANT 2) CHATHAM COUNTY HABITAT FOR HUMANITY POSITION: Board of Directors Member, Board Chair, Volunteer Committee Member NATURE: Non Profit Housing Builder INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 07/01/2009 ADDRESS: 467 West Street, Pittsboro NC 27312, United States DESCRIPTION: I am a volunteer member of the Finance, Family Services and Mortgage Management Committees. I do not make investment recommendations. I offer budget coaching to program participants. As ofJanuary 2019, Isit on the Board of Directors and serve as the Board's Chairman. 3) NOTARY PUBLIC POSITION: Notary NATURE: Notary - Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/1991 ADDRESS: 964 River Forest Road, PITTSBORO NC 27312, United States DESCRIPTION: I am a NC notary public and I very occasionally notarize documents. 4) JANNA DEEGAN, INSURANCE POSITION: Insurance Agent NATURE: Insurance sales, all sales made through Osaic INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/13/2022 ADDRESS: 4421 Manns Chapel Road, Chapel Hill NC 27516, United States DESCRIPTION: Review insurance options with clients and communicate with providers approved by Osaic
CRS (Client Relationship Summary) - RIA
Click below to view Janna Michelle Deegan'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
March 19, 2016 - Present
OPUS FINANCIAL ADVISORS, INC.
Office #1: 126 E. Water St., Statesville, NC 28677RIA
CRD#: 118742
Statesville, NC
Current
November 3, 2023 - Present
OSAIC WEALTH, INC.
Office #1: 4421 Manns Chapel Road, Chapel Hill, NC 27516RIA
BD
CRD#: 23131
Chapel Hill, NC
Past
December 18, 2015 - November 3, 2023
FSC SECURITIES CORPORATION
BD
CRD#: 7461
CHAPEL HILL, NC
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/3/2023)
RR
Florida(11/3/2023)
RR
Georgia(11/3/2023)
IAR
North Carolina(3/19/2016)
RR
North Carolina(11/3/2023)
RR
Virginia(11/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
OF
OPUS FINANCIAL ADVISORS, INC.
JTS FINANCIAL ASSOCIATES, INC. | OPUS FINANCIAL ADVISORS, INC. | OPUS FINANCIAL ADVISORS
CRD#: 118742 / SEC#:
North Carolina
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Contact information
Main Address
126 E. Water Street, Statesville, NC 28677-5228
Mailing Address
P.o. Box 312, Statesville, NC 28687-0312
Phone number
(704) 872-7671
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 188 |
| AUM (Assets Under Management) | $ 61,700,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
