Unclaimed Profile

Waring Jana

CARDEA CAPITAL ADVISORS, LLC·MARIETTA, Georgia

Clean recordCARDEA CAPITAL ADVISORS, LLC

600 VILLAGE TRACE, MARIETTA, GA 30067CRD# 7240621Firm CRD# 307600

Profile Verification

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

Identity

Waring Jana · MARIETTA, GA

Registration

CRD #7240621 · CARDEA CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Waring Jana is a registered financial advisor based in MARIETTA, Georgia, affiliated with CARDEA CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CARDEA CAPITAL ADVISORS, LLC

AUM

$148M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CARDEA CAPITAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7240621

Firm CRD# 307600

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Frequently Asked Questions

What services does Waring Jana offer?

Waring Jana specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MARIETTA, Georgia for a consultation.

What are Waring Jana's credentials?

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

Where is Waring Jana located?

Waring Jana is based in MARIETTA, Georgia, working with CARDEA CAPITAL ADVISORS, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.

How does Waring Jana charge for services?

Waring Jana's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARDEA CAPITAL ADVISORS, LLC?

CARDEA CAPITAL ADVISORS, LLC has approximately 10 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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