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JH

Jana Hovey

Financial Planning Coordinator at Richard P. Slaughter Associates, Inc.
Intro Book
Financial expert with 23 years of experience in equity trading, regulatory compliance, and wealth management.
  • Claim this Profile
Location
Austin, Texas, United States, US
Skills
  • Equity Trading
  • Regulatory Compliance
  • Financial Planning
  • Cost Basis
  • Customer Service
  • Show all
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Bio

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Jana Hovey is a seasoned financial professional with 23 years of experience in equity trading, regulatory compliance, financial planning, and wealth management. She holds a Master of Business Administration from Concordia University Texas and a CERTIFIED FINANCIAL PLANNER certification from the University of Texas at San Antonio.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ professional
    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
  • Series 65 securities license
    -

Experience

  • Richard P. Slaughter Associates, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Coordinator
      • 2020 - Present

    • Financial Planner & Compliance Officer
      • 2016 - Jun 2020

    • Compliance Officer & Trading Specialist
      • 2011 - 2016

    • Operations Manager & Compliance Officer
      • 2010 - 2011

    • Prior Positions
      • 2001 - 2010

  • Janus Henderson Investors U.S.
    • Austin, Texas Area
    • Investment Specialist
      • 1999 - 2001
      • Austin, Texas Area
  • Multiple Companies
    • Various Positions
      • 1986 - 1999

Education

  • The University of Texas at Austin
  • The University of Texas at San Antonio
  • Concordia University Texas

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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