Jana Basden
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- Full Name
- Jana Basden, CFA, CFP®
- Title
- Financial Advisor
- Firm
- Edward Jones (branch at 117 1st Ave NE, Suite 101, Albany, OR)
- Firm Type
- Full-service wealth management / financial advisory (broker-dealer + RIA). Note: the stub's "Angel Investors" classification appears to be a data-tagging error — see below.
- Investment Stage
- N/A — this is a personal-wealth and retirement advisory practice, not a startup investor. (Stub listed "Seed Round"; no supporting evidence found.)
- Check Size
- Not applicable / not disclosed
- Target Company Profile
- Individuals, families, entrepreneurs and business owners, and retirement-plan sponsors (wealth-management clients, not startups)
- Sector Focus
- Personal financial planning, portfolio management, estate/legacy strategies, business retirement plans
- Geographic Focus
- Oregon (Albany / Willamette Valley) and Texas; registered to advise in OR and TX
- Location
- Albany, Oregon, USA
Background
Jana Basden is a Financial Advisor with Edward Jones in Albany, Oregon, where she holds both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations — a relatively uncommon dual credential among community-based advisors. Public directory data indicates she has roughly 22 years in advisory practice, the last several (approximately since 2018) at Edward Jones, with a broader career of about 30 years across the financial-services industry.
Before joining Edward Jones, Basden served as Vice President, Investments & Portfolio Management at Rosenbaum Financial, Inc., an independent Portland, Oregon–based registered investment adviser. Rosenbaum Financial managed roughly $463 million in assets and merged with Coldstream Wealth Management in 2021, reinforcing Coldstream's presence in the Pacific Northwest. Her "@rosenbaumfinancial.com" email address dates from that tenure.
Earlier in her career she worked as a Registered Representative at Allstate and at McDonald Investments (a regional brokerage), where she focused on sales, asset allocation, and portfolio management, and she held an earlier role at Charles Schwab. Her present practice at Edward Jones emphasizes wealth strategies, estate and legacy planning, intergenerational planning, retirement-income strategies, and services for entrepreneurs and business owners and their retirement plans. Outside of work she lists interests in wine collecting, travel, cooking, gardening, and hiking.
Investment Thesis & Focus
- Runs a personal wealth-management and retirement-planning practice, not a venture/angel portfolio. Her "investment" work is managing diversified client portfolios (individuals, families, and business retirement plans) rather than backing startups.
- Stated service focus areas: wealth strategies, estate & legacy strategies, retirement-income strategies, intergenerational planning, and business retirement plans for entrepreneurs and business owners.
- CFA + CFP® dual credential signals an emphasis on disciplined asset allocation and portfolio management grounded in financial-planning fundamentals.
- Client-suitability driven: as an Edward Jones advisor and prior RIA portfolio manager, decisions are made against client goals, risk tolerance, and fiduciary/suitability standards — not deal-sourcing or startup traction.
Notable Investments
- No public record of startup, angel, or seed-stage investments was found. Jana Basden's work is client portfolio management within regulated advisory firms (Edward Jones; formerly Rosenbaum Financial), not direct venture investing. To avoid fabrication, no portfolio companies are listed here.
- Relevant firm-level fact: Rosenbaum Financial (where she was VP, Investments & Portfolio Management, ~$463M AUM) merged with Coldstream Wealth Management in 2021.
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