Jana Basden

CRD 1291917 · Edward Jones · Albany, OR

IA RegisteredBroker

Also appears in the source record as: Jana B Allison; Jana Basden Allison; Jana Basdenallison; Jana Gay Basden; Jana Gay Gilbert; Jana Gilbert

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 63Series 65Series 8SIESeries 7
Registered states (25): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Florida · Hawaii · Idaho · Illinois · Indiana · Michigan · Mississippi · Montana · New Jersey · New Mexico · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Utah · Virginia · Washington
Years in the industry (source record): 41
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (17)

From the source registration record · current first

Edward JonesCurrent
Albany, OR · IA capacity

Jun 13, 2018 → present
Edward JonesCurrent
Albany, OR · BC capacity

start not retrieved → present
Rosenbaum Financial
IA capacity

Jan 9, 2015 → Jun 7, 2018
Ameritas Investment Corp.
BD capacity

Jun 30, 2006 → Jun 10, 2016
Ameritas Investment Corp
IA capacity

Jun 30, 2006 → Jun 10, 2016
Carillon Investments, Inc
IA capacity

Jan 20, 2005 → Jun 30, 2006
Carillon Investments, Inc.
BD capacity

Dec 16, 2003 → Jun 30, 2006
Allstate Financial Services, LLC
BD capacity

Dec 6, 2002 → Sep 8, 2003
Banc Of America Investment Services, Inc.
IA capacity

Jun 18, 2001 → Jan 28, 2003
Banc Of America Investment Services, Inc.
BD capacity

May 21, 2001 → Jan 28, 2003
Mcdonald Investments Inc.
BD capacity

May 14, 1999 → Nov 6, 2000
Key Investments Inc.
BD capacity

May 15, 1998 → May 14, 1999
Piper Jaffray Inc.
BD capacity

Jun 17, 1997 → May 7, 1998
Bidwell & Company
BD capacity

Jul 9, 1996 → Jun 4, 1997
Wedbush Morgan Securities Inc.
BD capacity

Oct 24, 1995 → Jun 13, 1996
Bidwell & Company
BD capacity

Aug 23, 1990 → Jul 7, 1995
Charles Schwab & Co., Inc.
BD capacity

Aug 21, 1985 → Jul 26, 1990

Source & corrections

Where this page comes from

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