Janalee Tomlinson
Professional Summary
Janalee Tomlinson, who also goes by Jan Taggart, Janalee Taggart, Jan Tomlinson, was a registered financial advisor. Janalee was a previously registered financial professional and started their career in finance 2017 - 2023. Janalee had worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jan Taggart, Janalee Taggart, Jan Tomlinson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
9 years in the financial services industry
Current & Past Employments
Past
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Current Firm
ANDERSON WEALTH MANAGEMENT, LLC | ZEUSS LLC | WISER RETIRE, LLC | SCOTLOCH | ONE WEALTH MAP, LLC | ONE WEALTH MAP LLC | NEXUS PARTNERS LLC | INTEGRATED WEALTH MANAGEMENT, LLC | INTEGRATED WEALTH MANAGEMENT LLC | INTEGRATED ASSET MANAGEMENT, LLC | H&H TAX AND BUSINESS ADVISORS | H&H RETIREMENT DESIGN AND MANAGEMENT INC | ENLITE NOW LLC | CERTIFIED ADVISORS NETWORK | BLUE APPLE ENT. | BENGAL PICTURES, LLC
Contact Information
Main Address
1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135Phone Number
(702) 470-2660# of Employees
4SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
932AUM (Assets Under Management)
$287,443,464Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ANDERSON WEALTH MANAGEMENT, LLC | ZEUSS LLC | WISER RETIRE, LLC | SCOTLOCH | ONE WEALTH MAP, LLC | ONE WEALTH MAP LLC | NEXUS PARTNERS LLC | INTEGRATED WEALTH MANAGEMENT, LLC | INTEGRATED WEALTH MANAGEMENT LLC | INTEGRATED ASSET MANAGEMENT, LLC | H&H TAX AND BUSINESS ADVISORS | H&H RETIREMENT DESIGN AND MANAGEMENT INC | ENLITE NOW LLC | CERTIFIED ADVISORS NETWORK | BLUE APPLE ENT. | BENGAL PICTURES, LLC
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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