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Jana R Braaten, Associate Financial Advisor serving the Mount Vernon, WA area - Ameriprise Advisors

Jana R Braaten

Associate Financial Advisor

Soundview Financial Group
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education


  • FINRA - Series 7
  • North American Securities Administrators Association - Series 66
  • Life & Health Insurance License - WA


  • Bachelor's Degree in Education, Calvin University, Michigan

Previous experience

  • Client Relations and Marketing, Becker Retirement Group, Bellevue, WA., 2017-2018
  • Administration and Marketing, The Thomas Group, Bothell, WA., 2016-2017
  • Math Teacher, Seattle Country Day School, Seattle, WA, 2009-2015


I enjoy being active and I love spending time outdoors. Running, golfing, gardening and paddle boarding are a few of my favorite outdoor leisure activities. When I’m not outside, I love watching football, cooking, and hosting friends and family! I have two teenage daughters who keep me busy with their activities and sports, and it brings me joy to watch them engage in the world and become amazing people!