Janiece D Collopy
Investment adviser representative at Wafd Wealth, Inc
10 yearsExperience
1 stateRegistered in
$348.1MFirm assets
1 yearFirm 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 assetsFixed 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
10 years in the industry.
- Wafd Wealth, IncAug 2025 to now
- Aditi Yoga & WellnessJul 2018 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2022 to Aug 2025
- Yoga In the CenterMay 2018 to Mar 2020
- Latona School AssociatesAug 2017 to Jun 2018
- Sukha Birth & WellnessOct 2016 to Dec 2020
- Wondersitter LLCMar 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wafd Wealth, Inc
$348.1MAssets managed
274Clients
11Advisers
1 yearIn 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
- 7498635
- Firm CRD
- 337346