Jana Blackwell Morrison
Investment adviser representative at Burkett Financial Services, LLC
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$572.6MFirm assets
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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
8 years in the industry.
- Burkett Financial Services, LLCAug 2022 to now
- Buckingham Strategic Wealth, LLCJul 2022 to Aug 2022
- Burkett Financial Services, LLCSep 2014 to Jul 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (SC).
Burkett Financial Services, LLC
$572.6MAssets managed
476Clients
5Advisers
19 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
- 6194448
- Firm CRD
- 140168