Unclaimed Profile

Jana Schell Scott

HA&W WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 7, Series 9, Series 10, Series 23, Series 24, Series 63, Series 65, Series 6624 years registeredHA&W WEALTH MANAGEMENT, LLC

5 CONCOURSE PARKWAY, ATLANTA, GA 30328CRD# 1470979Firm CRD# 127333

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jana Schell Scott · ATLANTA, GA

Registration

CRD #1470979 · HA&W WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Nov 2013 – present

HA&W WEALTH MANAGEMENT, LLC

Aug 2012 – Jan 2013

ATLANTA, GA

METHOD ENTERPRISES, LLC

Jun 2012 – Aug 2013

ATLANTA, GA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Apr 2010

ATLANTA, GA

CITIGROUP GLOBAL MARKETS INC.

May 2002 – Jun 2009

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 23

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · May 16, 2002

Years registered · 24

Disclosure History

2024Financial·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

APRIO WEALTH MANAGEMENT, LLC

CRD 127333 · SEC 801-63326

AUM

$1.8B

Regulatory assets under management

Employees

2,121 client accounts

Services offered by APRIO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at APRIO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jana Schell Scott offer?

Jana Schell Scott specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Jana Schell Scott's credentials?

Jana Schell Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jana Schell Scott located?

Jana Schell Scott is based in ATLANTA, Georgia, working with HA&W WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Jana Schell Scott charge for services?

Jana Schell Scott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HA&W WEALTH MANAGEMENT, LLC?

HA&W WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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