Jana Wheatley

CRD 2843112 · Edward Jones · Omaha, NE

IA RegisteredBroker

Also appears in the source record as: Jana M Osborne; Jana Marissa Osborne Wheatley; Jana Marissa Wheatley; Jana Wheatley; Jana Wheatley Renault

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 65Series 63Series 7TOSIESeries 7
Registered states (8): California · Florida · Illinois · Iowa · Kansas · Nebraska · Texas · Vermont
Years in the industry (source record): 29
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 (9)

From the source registration record · current first

Edward JonesCurrent
Omaha, NE · IA capacity

Jun 28, 2024 → present
Edward JonesCurrent
Omaha, NE · BC capacity

start not retrieved → present
Lpl Financial LLC
IA capacity

Apr 7, 2022 → Feb 28, 2023
Lpl Financial LLC
BD capacity

Mar 9, 2022 → Feb 28, 2023
Wells Fargo Investments, LLC
IA capacity

Apr 17, 2001 → Jan 20, 2009
Wells Fargo Investments, LLC
BD capacity

Dec 13, 2000 → Jan 20, 2009
Wells Fargo Brokerage Services, L.L.C.
BD capacity

Aug 26, 2003 → Dec 31, 2003
Wells Fargo Brokerage Services, L.L.C.
BD capacity

Dec 13, 2000 → Aug 15, 2002
Wells Fargo Brokerage Services, L.L.C.
BD capacity

May 19, 1997 → Dec 13, 2000

Source & corrections

Where this page comes from

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