Jana McGregor

CRPC®
Senior Registered Client Service Associate

Jana joined Raymond James as a Senior Registered Client Service Associate in February of 2021. Jana focuses on developing and maintaining client relationships as well as all service requests. As the first point of contact, she assists clients with a wide range of needs including fund transfers, check requests, account opening, and all related account administration. She is a graduate of the University of Oregon with a bachelor’s in mathematics and minors in both business administration and biology. She also has her Master’s of Education from Colorado State University. She currently holds her Series 7 and Series 66 registrations as well as the Chartered Retirement Planning Counselor designation. Prior to joining Raymond James, Jana worked for Merrill Lynch since 2017.

Jana is a Fort Collins native. In her spare time she enjoys golfing, attending live concerts, kickboxing, reading, and spending time with her family.