Jana Michele Ramsey-weaver
Investment adviser representative at Merit Financial Advisors
32 yearsExperience
1 stateRegistered in
$23.9BFirm assets
19 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Merit Financial AdvisorsJan 2021 to now
- Harrison Henderson, PllcNov 1992 to now
- LPL Financial, LLCJan 2021 to Aug 2024
- Avantax Advisory ServicesOct 2019 to Jan 2021
- Avantax Investment Services, Inc.Oct 2019 to Jan 2021
- 1st Global Advisors, Inc.Sep 2018 to Oct 2019
- 1st Global Capital Corp.Sep 2018 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OK).
Merit Financial Advisors
Legal name: Merit Financial Group, LLC
$23.9BAssets managed
20,711Clients
285Advisers
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
- 7024930
- Firm CRD
- 142457