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Jeffrey Evan Janson

Fiduciary Financial Advisors

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About Jeffrey Evan Janson

Jeffrey Evan Janson is a financial advisor who has been working in the industry since 1988. Jeffrey is a Certified Financial Planner who has been a Registered Representative for Fiduciary Financial Advisors since 2024. Jeffrey Janson has worked for several firms over the years, including FSC Securities Corporation, Copeland Equities, Inc., and First American National Securities, Inc. Jeffrey specializes in providing financial planning and portfolio management services to high net worth individuals, corporations, and charitable organizations.

Firm Information

Jeffrey Janson is currently registered with Fiduciary Financial Advisors. Fiduciary Financial Advisors is an investment advisor registered with the SEC based in GRAND RAPIDS, MI. The firm manages approximately $555,420,848 in assets for 1,294 clients, including individuals, corporations, charitable organizations, and pension plans. The firm specializes in financial planning and portfolio management for individuals and businesses. They offer a wrap fee program and provide corporate employee education services.
Fiduciary Financial Advisors

124 FULTON ST. EAST

GRAND RAPIDS, MI 49503

$555.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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corporate employee education services

Corporate employee education services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Janson’s Registration & Firm History

FL

10/28/2024 - Present

Fiduciary Financial Advisors (Naples FL)

GA

04/20/1995 - 07/03/1996

FSC SECURITIES CORPORATION (ATLANTA GA)

NJ

08/30/1989 - 02/21/1995

COPELAND EQUITIES, INC. (SOMERSET NJ)

GA

03/15/1988 - 10/07/1989

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 04/12/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/02/1995

Series 7 - General Securities Representative Examination

BC

Issued 03/14/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Evan Janson.
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