Janice Whitten, Cfp®, Cdfa®
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Janice Whitten, Cfp®, Cdfa® Email & Phone Number

Senior Financial Advisor at Oak Harvest Financial Group
Location: Katy, Texas, United States 5 work roles 1 school
1 work email found @intrua.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@intrua.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Oak Harvest Financial Group
Role
Senior Financial Advisor
Location
Katy, Texas, United States
Company size
16 employees

Who is Janice Whitten, Cfp®, Cdfa®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Janice Whitten, Cfp®, Cdfa® is listed as Senior Financial Advisor at Oak Harvest Financial Group, a with 16 employees, based in Katy, Texas, United States. AeroLeads shows a work email signal at intrua.com and a matched LinkedIn profile for Janice Whitten, Cfp®, Cdfa®.

Janice Whitten, Cfp®, Cdfa® previously worked as Financial Advisor at Oak Harvest Financial Group and Relationship Manager at Intrua Financial. Janice Whitten, Cfp®, Cdfa® holds Bachelor Of Arts - Ba from The University Of Texas At Austin.

Company email context

Email format at Oak Harvest Financial Group

This section adds company-level context without repeating Janice Whitten, Cfp®, Cdfa®'s masked contact details.

{first}@intrua.com
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AeroLeads found 1 current-domain work email signal for Janice Whitten, Cfp®, Cdfa®. Compare company email patterns before reaching out.

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Profile bio

About Janice Whitten, Cfp®, Cdfa®

• 25+ years Investment Experience• FINRA Registrations Series 7, Series 65 and Series 63 held with LPL FinancialThe financial consultants at Intrua Financial are registered representatives with and securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Intrua Financial, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC please refer to 'Contact Info' section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.intrua.com.compliance

Listed skills include Investments, Mutual Funds, Sales, Fixed Income, and 2 others.

Current workplace

Janice Whitten, Cfp®, Cdfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Oak Harvest Financial Group
Oak Harvest Financial Group
Senior Financial Advisor
houston, texas, united states
Website
oakharvestfg.com
Employees
16
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Company profile
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5 roles

Janice Whitten, Cfp®, Cdfa® work experience

A career timeline built from the work history available for this profile.

Internal Sales Consultant

Invesco Ltd.

Houston, Texas Area

Apr 1997 - May 2019

Internal Sales Consultant

Invesco Ltd.
Apr 1997 - May 2019
Team & coworkers

Colleagues at Oak Harvest Financial Group

Other employees you can reach at oakharvestfg.com. View company contacts for 16 employees →

BA Briana Avila Briana Avila Colleague at Oak Harvest Financial GroupMagnolia, Texas, United States View → CS Chad Schneider Chad Schneider Colleague at Oak Harvest Financial GroupGreater Houston, United States View → OH Oak Harvest Team Oak Harvest Team Colleague at Oak Harvest Financial GroupHouston, Texas, United States View → PL Patrick Lyons Patrick Lyons Colleague at Oak Harvest Financial GroupHouston, Texas, United States View → VM Vicki Morris Vicki Morris Colleague at Oak Harvest Financial GroupCypress, Texas, United States View → JC Jennifer Conti Jennifer Conti Colleague at Oak Harvest Financial GroupNoblesville, Indiana, United States View → NR Nicole Riney, Cfp® Nicole Riney, Cfp® Colleague at Oak Harvest Financial GroupRichmond, Texas, United States View → HT Heather Tutor Heather Tutor Colleague at Oak Harvest Financial GroupMontgomery, Texas, United States View → RK Ryan Kenney Ryan Kenney Colleague at Oak Harvest Financial GroupGreater Houston, United States View → M" Martin Martin "Butch" Walker Colleague at Oak Harvest Financial GroupOakland, California, United States View →
1 education record

Janice Whitten, Cfp®, Cdfa® education

FAQ

Frequently asked questions about Janice Whitten, Cfp®, Cdfa®

Quick answers generated from the profile data available on this page.

What company does Janice Whitten, Cfp®, Cdfa® work for?

Janice Whitten, Cfp®, Cdfa® works for Oak Harvest Financial Group.

What is Janice Whitten, Cfp®, Cdfa®'s role at Oak Harvest Financial Group?

Janice Whitten, Cfp®, Cdfa® is listed as Senior Financial Advisor at Oak Harvest Financial Group.

What is Janice Whitten, Cfp®, Cdfa®'s email address?

AeroLeads has found 1 work email signal at @intrua.com for Janice Whitten, Cfp®, Cdfa® at Oak Harvest Financial Group.

Where is Janice Whitten, Cfp®, Cdfa® based?

Janice Whitten, Cfp®, Cdfa® is based in Katy, Texas, United States while working with Oak Harvest Financial Group.

What companies has Janice Whitten, Cfp®, Cdfa® worked for?

Janice Whitten, Cfp®, Cdfa® has worked for Oak Harvest Financial Group, Intrua Financial, and Invesco Ltd..

Who are Janice Whitten, Cfp®, Cdfa®'s colleagues at Oak Harvest Financial Group?

Janice Whitten, Cfp®, Cdfa®'s colleagues at Oak Harvest Financial Group include Briana Avila, Chad Schneider, Oak Harvest Team, Patrick Lyons, and Vicki Morris.

How can I contact Janice Whitten, Cfp®, Cdfa®?

You can use AeroLeads to view verified contact signals for Janice Whitten, Cfp®, Cdfa® at Oak Harvest Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Janice Whitten, Cfp®, Cdfa® attend?

Janice Whitten, Cfp®, Cdfa® holds Bachelor Of Arts - Ba from The University Of Texas At Austin.

What skills is Janice Whitten, Cfp®, Cdfa® known for?

Janice Whitten, Cfp®, Cdfa® is listed with skills including Investments, Mutual Funds, Sales, Fixed Income, Etfs, and Unit Investment Trusts.

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