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 Calender Burke
Feed of 09/14/2026
Also filed as Jana Elizabeth Calender
At current firm
4 y
since Oct 9, 2021
In the industry
28 y
since May 5, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Independent Advisor Alliance, LLC independent RIA currentsince Oct 9, 2021 · Atlanta, Ga
- Stephens BD affiliatedJun 18, 2014 to Oct 14, 2021 · Atlanta, Ga
- UBS Financial Services Inc. wirehouseFeb 2, 2009 to Jun 13, 2014 · Atlanta, Ga
- Citigroup Global Markets Inc. BD affiliatedJan 8, 2008 to Feb 12, 2009 · Atlanta, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 3, 2006 to Apr 9, 2007 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Stephens to Independent Advisor Alliance, LLCleft Oct 14, 2021, registered Oct 9, 2021 (-5 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- UBS Financial Services Inc. to Stephensleft Jun 13, 2014, registered Jun 18, 2014 (5 days) · Other
- Citigroup Global Markets Inc. to UBS Financial Services Inc.left Feb 12, 2009, registered Feb 2, 2009 (-10 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.left Apr 9, 2007, registered Jan 8, 2008 (274 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address