DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jana Basden
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Jana Basdenallison
At current firm
8 y
since Jun 22, 2018
In the industry
28 y
since Jul 16, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Jun 22, 2018 · Albany, Or
- Rosenbaum Financial formerJan 9, 2015 to Jun 7, 2018 · Portland, Or
- Ameritas Advisory Services formerJun 30, 2006 to Jun 10, 2016 · Portland, Or
- Carillon Investments, Inc. unclassifiedJan 20, 2005 to Jun 30, 2006 · Portland, Or
- Banc Of America Investment Services, Inc. unclassifiedJun 18, 2001 to Jan 28, 2003 · Portland, Or
Moves
a registration end followed by a registration begin elsewhere
- Rosenbaum Financial to Edward Jonesleft Jun 7, 2018, registered Jun 22, 2018 (15 days) · RIA to affiliated broker-dealer or bank
- Ameritas Advisory Services to Rosenbaum Financialleft Jun 10, 2016, registered Jan 9, 2015 (-518 days) · Other · moved with a team
- Carillon Investments, Inc. to Ameritas Advisory Servicesleft Jun 30, 2006, registered Jun 30, 2006 (0 days) · Other
- Banc Of America Investment Services, Inc. to Carillon Investments, Inc.left Jan 28, 2003, registered Jan 20, 2005 (723 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address