Investment adviser representative · Savvy
Janel Colepaugh
CRD 7326337 · Louisville, KY
At a glance
Janel Colepaugh is an investment adviser representative with Savvy in Louisville, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Janel’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- SavvySince October 2025Louisville, KY · $5.0B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Janel’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
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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.