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RIA / WealthAdvisorCertified Financial Planner29 years in industry

JANICE JACQUELINE WHITTEN

Advisor at OAK HARVEST INVESTMENT SERVICES

HOUSTON, TX

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Search this name across graphsid dfx:ria:514f65a1-97b1-3d9e-4f8e-c52109f61a0c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 22, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OAK HARVEST INVESTMENT SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 26, 1999
First registration: Jul 22, 2005
Dual registered: no
Other names: JANICE JACQUELINE FLORES|JANICE JACUELINE FLORES|JANICE BOWEN|JANICE JACQUELINE BOWEN|JANICE J WHITTEN
IAPD individual key: 2882019

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OAK HARVEST INVESTMENT SERVICES	Independent wealth	May 24, 2023	n/a	yes	HOUSTON, TX	Current employment
INTRUA FINANCIAL	Independent wealth	Sep 23, 2019	Jun 6, 2023	no	HOUSTON, TX	Previous registration
INVESCO ADVISERS, INC.	Asset manager	Jan 1, 2010	Jun 3, 2019	no	ATLANTA, GA	Previous registration
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.	n/a	Jul 22, 2005	Jan 1, 2010	no	HOUSTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTRUA FINANCIAL	OAK HARVEST INVESTMENT SERVICES	Jun 6, 2023	May 24, 2023	-13	Firm change	RIA to RIA
INVESCO ADVISERS, INC.	INTRUA FINANCIAL	Jun 3, 2019	Sep 23, 2019	112	Firm change	Other
INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.	INVESCO ADVISERS, INC.	Jan 1, 2010	Jan 1, 2010	0	Bulk transfer	Other

Relationships

Registered with (4)

→ OAK HARVEST INVESTMENT SERVICESRegistered adviserregistration: current employment
May 24, 2023 to presentfactForm ADV
→ INTRUA FINANCIALRegistered adviserregistration: previous registration
Sep 23, 2019 to Jun 6, 2023factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Jan 1, 2010 to Jun 3, 2019factForm ADV
→ INVESCO AIM PRIVATE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 22, 2005 to Jan 1, 2010factForm ADV

Dated events

Occurred
Jun 6, 2023
Advisor changed firm
Janice Jacqueline Whitten left Intrua Financial for Oak Harvest Investment Services (registered 2023-05-24)
Form ADVobserved 6 days ago