Luann Craft Jarnagin
Investment adviser representative at Wmg Financial Advisors, LLC
17 yearsExperience
1 stateRegistered in
$693.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wmg Financial Advisors, LLCAug 2017 to now
- dba - Wmg Financial AdvisorsAug 2017 to now
- Wmg Financial ServicesAug 2017 to now
- Luann JarnaginFeb 2011 to now
- Concourse Financial Group Securities Inc (fka Proequities Inc)Dec 2017 to Dec 2022
- Lincoln Financial Securities CorpAug 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TN).
Wmg Financial Advisors, LLC
$693.8MAssets managed
1,655Clients
15Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5686047
- Firm CRD
- 285824