Adviser and broker representative · Wealthcare Advisory Partners LLC
Jana L. Lockhart
CRD 6610164 · Chico, CA
At a glance
Jana L. Lockhart is an investment adviser representative with Wealthcare Advisory Partners LLC in Chico, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jana’s SEC record dates to 2022, about 4 years ago. Jana is also registered as a broker representative.
Current advisory firm
- Wealthcare Advisory Partners LLCSince May 2022Chico, CA · $8.3B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jana’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
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