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JK

Janna Kiseeva

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CRD#: 6891776
JK

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.

Janna Kiseeva was a registered financial professional .

Janna is a previously registered financial professional and started their career in finance in 2017. Janna had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


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 14, 2017 - March 11, 2019

GODSEY & GIBB WEALTH MANAGEMENT

RIA
CRD#: 105650
RICHMOND, VA

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".
G&
GODSEY & GIBB WEALTH MANAGEMENT
GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC

CRD#: 105650 / SEC#: 801-23685

RIA
Registered Investment Advisory firm - (3/5/1985 Approved)

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/28/2017
Uniform Investment Adviser Law Examination

Current Firm


G&
GODSEY & GIBB WEALTH MANAGEMENT
GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC

CRD#: 105650 / SEC#: 801-23685

RIA
Registered Investment Advisory firm - (3/5/1985 Approved)
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Contact information


Main Address
6806 Paragon Pl, Ste 230, Richmond, VA 23230
Mailing Address
Phone number
(804) 285-7333
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (37 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2B - BROCHURE SUPPLEMENT (9/15/2025)

Regulatory assets under management


Total Number of Accounts1,787
AUM (Assets Under Management)$ 1,396,829,464

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
07/30/2025
Cover Page
05/29/2024
05/11/2023

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.

Company Information


GODSEY & GIBB WEALTH MANAGEMENT

CRD#: 105650

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