Jana Blackwell Morrison
Investment Adviser Representative at Burkett Financial Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jana Blackwell Morrison is an investment adviser representative with Burkett Financial Services, LLC in Rock Hill, SC, where they have been registered since 2022. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Buckingham Strategic Wealth, LLC and Cetera Advisor Networks LLC. They have passed 2 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in South Carolina.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- South Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Burkett Financial Services, LLCSep 2014 – Jul 2022Rock Hill, SC
- Buckingham Strategic Wealth, LLCJul 2022 – Aug 2022Clayton, MO
- Burkett Financial Services, LLCAug 2022 – no end date reportedRock Hill, SC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Burkett Financial Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- First $1,000,0001.00%
- From $1,000,001 to $2,000,0000.85%
- From $2,000,001 to $5,000,0000.65%
- From $5,000,001 to $10,000,0000.50%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Rock Hill, SC
- SEC file number:
- 801-67535
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 3, 2026
View full firm profileOther advisors at Burkett Financial Services, LLC
4 other advisors in the directory
Similar advisors in Rock Hill, SC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jana Blackwell Morrison has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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