Janalee Tomlinson

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Janalee Tomlinson, who also goes by Jan Taggart, Janalee Taggart, Jan Tomlinson, was a registered financial professional .

Janalee is a previously registered financial professional and started their career in finance in 2017. Janalee had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Jan Taggart | Janalee Taggart | Jan Tomlinson

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). APO FINANCIAL INC. (Asset Protect One) Investment Related?: NO Address of other business: 10155 Westmoor Drive, Suite 175 Westminster CO 80021 Nature of other business: Insurance Sales Your position: Insurance Producer Start Date: 01/2020 How many hours you devote to the other business per month: 5 How many hours you devote to the other business during securities trading hours: 5

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 8, 2020 - March 21, 2023

ONE WEALTH MAP, LLC

RIA

CRD#: 171750

LAS VEGAS, NV

Past

February 18, 2020 - September 10, 2020

APO FINANCIAL SERVICES, LLC

RIA

CRD#: 297647

ST. GEORGE, UT

Past

April 26, 2017 - December 16, 2019

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

St. George, UT

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".

OW

ONE WEALTH MAP, LLC

CRD#: 171750 / SEC#: 801-114697

RIA

Registered Investment Advisory firm - (2/12/2019 Approved)

Texas

Registered Investment Advisory firm - (4/1/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 2/27/2017

Uniform Investment Adviser Law Examination

Current Firm

OW

ONE WEALTH MAP, LLC

CRD#: 171750 / SEC#: 801-114697

RIA

Registered Investment Advisory firm - (2/12/2019 Approved)

Texas

Registered Investment Advisory firm - (4/1/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135

Mailing Address

Phone number

(702) 470-2660

Established

Firm type

Fiscal year end

# of Employees

10

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JANUARY 2025 (1/6/2025)

Regulatory assets under management

Total Number of Accounts	1,314
AUM (Assets Under Management)	$ 1,101,210,000

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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Advisor Monitoring

Firm Stability Insights

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ONE WEALTH MAP, LLC

APO FINANCIAL SERVICES, LLC

HORTER INVESTMENT MANAGEMENT, LLC

Primary Firm SEC Registration

ONE WEALTH MAP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/27/2017

Current Firm

ONE WEALTH MAP, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE WEALTH MAP, LLC

TRUST BUT VERIFY

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