Jana Kepicova is a Senior Client Service Manager. Her position as a Registered Representative is responsible for day to day service needs of accounts; i. e., Client Servicing and Advisor Support.

Her responsibilities include: establishing new accounts including all Managed accounts, Corporate accounts, Trust accounts, 529 Plans, assisting with Annuities, Transfer paperwork, RMDs (Required Minimum Distributions), Wires (International and Domestic Wires), Rollover calls with clients, Involvement in clients’ meeting when necessary, Trading, Rebalancing of accounts multiple times throughout the day, Dollar Cost Averaging of clients’ accounts monthly, and Death Claim Transactions ex: Estate Accounts, Inherited IRA Accounts etc.

Jana has over 15 years of experience in the industry.

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Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.