Janna M. Deegan

OPUS FINANCIAL ADVISORS

Statesville, NC 28677

CRD#: 6574277

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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 LPL FINANCIAL LLC 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 4 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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

Current

March 19, 2016 - Present

OPUS FINANCIAL ADVISORS, INC.

Office #1: 126 E. Water St., Statesville, NC 28677

RIA

CRD#: 118742

Statesville, NC

Current

May 11, 2026 - Present

LPL FINANCIAL LLC

Office #1: 4421 Manns Chapel Road, Chapel Hill, NC 27516Office #2: 126 East Water Street, Statesville, NC 28677

RIA

CRD#: 6413

CHAPEL HILL, NC

Past

May 11, 2026 - May 29, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

Statesville, NC

Past

November 3, 2023 - May 26, 2026

OSAIC WEALTH, INC.

CRD#: 23131

CHAPEL HILL, NC

Past

December 18, 2015 - November 3, 2023

FSC SECURITIES CORPORATION

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.

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

IAR

North Carolina
(3/19/2016)

North Carolina
(5/12/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/17/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2015

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/20/2016

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

OPUS FINANCIAL ADVISORS, INC.

JTS FINANCIAL ASSOCIATES, INC. | OPUS FINANCIAL ADVISORS, INC. | OPUS FINANCIAL ADVISORS

CRD#: 118742 / SEC#:

North Carolina

Registered Investment Advisory firm - (12/31/2000 Approved)

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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 30,000,000

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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Janna M. Deegan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janna Michelle Deegan's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPUS FINANCIAL ADVISORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 2/17/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/18/2015

Series 24

Date: 1/20/2016

FINRA

Current Firm

OPUS FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPUS FINANCIAL ADVISORS, INC.

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