Jeffrey Janson - Senior Financial Advisor
With over 30 years as a Senior Financial Advisor, I specialize in guiding high-net-worth individuals and institutional clients through the complexities of wealth management. My extensive market experience has helped me support clients through the ups and downs of market cycles, always with a focus on comprehensive, tax-smart strategies that promote lasting financial security and growth. For the past three decades, I’ve also advised Defined Contribution Plans, providing valuable insights to both plan participants and sponsors.
Legacy planning is a passion of mine, helping families pass on their wealth and values to future generations. With credentials like CFP®, AIFA®, and CBDA, I’m committed to lifelong learning and staying on the leading edge of financial advice. As a published author and one of the first U.S. advisors certified in blockchain and digital assets (DACFP), I’ve had the opportunity to share insights on cryptocurrency and disruptive financial technologies in *Barron’s* and on CNBC.
My wife, Kristen, and I split our time between Naples, FL, Grand Rapids, MI, and Greenville, SC, enjoying life with our four children. Outside of work, I’m passionate about boating, golfing, investment research, and leading a Bible study group with our church. My commitment to faith, family, and a client-centered approach defines my life and career as a financial advisor.
