Jeffrey Janson is an extremely qualified Senior Wealth Advisor with a list of credentials that confirm and illustrate his passion and commitment to working with high net worth individuals on issues that affect the comprehensive management of their wealth.
A twice-published author, Jeff specializes in legacy and succession planning and the effective transition of first generation wealth to subsequent generations and/or to charity. His book How to Pass Your Wisdom Before You Pass Your Wealth is about this topic.
In addition, he has a passion for teaching financial literacy, and his second book, Stacking the Odds to Win the Loser’s Game, was written to help investors of every age to quickly build their own financial literacy.
For nearly 30 years, Jeffrey has also amassed extensive experience with corporate retirement plans, foundations and endowments and as an Accredited Investment Fiduciary Analyst (AIFA®) with Summit is committed to bringing low-cost, institutional-level investment advice to 401(k) participants, who could not normally afford to have access to such advice.
Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional or CFP® professional. His credentials also include Accredited Investment Fiduciary Analyst (AIFA®), Accredited Estate Planner (AEP®), as well as Certified Fund Specialist (CFS) and Licensed Insurance Counselor (LIC). Jeffrey is also board certified in Estate Planning (BCE), mutual funds (BCM), and asset allocation (BCAA) and is trained as a Certified Financial Education Instructor (CFEI) to train people in financial literacy.
Jeffrey earned his Bachelor of Science degree in Pastoral Theology from Hyles-Anderson College in Crown Point, Indiana and a Masters degree in Financial Services from the Institute of Business and Finance in La Jolla, California.
A devoted family man, Jeffrey and his wife Kristen are proud of their 4 children; enjoy traveling to exotic places and living in Naples, Florida.
JEFFREY JANSON, CFP®
Senior Wealth Advisor