Janel Colepaugh
Investment adviser representative at Savvy
12 yearsExperience
2 statesRegistered in
$5BFirm assets
4 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
- Seminars and workshops
Experience
12 years in the industry.
- SavvyJul 2025 to now
- N/aDec 2024 to Jun 2025
- Truist Investment ServicesJan 2021 to Nov 2024
- Alas Language TutoringDec 2020 to Jan 2021
- UnemployedMar 2020 to Jan 2021
- Havana RumbaSep 2019 to Jun 2020
- UnemployedJan 2019 to Sep 2019
- Instituto Alberto EinsteinJun 2018 to Jan 2019
- UnemployedJun 2017 to Jun 2018
- Havana RumbaMar 2016 to Jul 2017
- The Rawlings CompanyJan 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 7326337
- Firm CRD
- 318493