Jana Morrison
Burkett Financial Services · Rock Hill, South Carolina
Jana Morrison is a fee-only financial advisor at Burkett Financial Services in Rock Hill, South Carolina, who holds the CFP credential. Burkett Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Burkett Financial Services |
|---|---|
| Based in | Rock Hill, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $572.6M across 1,525 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC · CRD 6194448 |
| Exams passed | Series 63 (2013) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.burkettfs.com |
| Profile |
How Jana's firm compares
- Burkett Financial Services's average account is about $375,000, from its Form ADV (assets managed divided by 1,525 accounts).
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Questions about Jana
Is Jana Morrison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jana holds no broker registration, and Burkett Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jana charge for financial advice?
Jana's firm, Burkett Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jana Morrison based?
Jana Morrison is based in Rock Hill, South Carolina.
What credentials does Jana Morrison hold?
Jana Morrison holds the CFP credential.
Is Jana Morrison registered with the SEC?
Yes. Jana Morrison is registered as an investment adviser representative in SC (CRD 6194448), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burkett Financial Services manage?
Burkett Financial Services reports $572.6M across 1,525 accounts in assets under management.
How do I contact Jana Morrison?
Through Jana's website, www.burkettfs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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