Since 1975, Jan has been in the financial planning and insurance business. He holds the Chartered Life Underwriter (CLU) designation, which he earned in 1978, and the Chartered Financial Consultant (ChFC) designation in 1983.
Jan is also a Registered Representative of Securities America, Inc. He is an investment advisor representative with Securities America Advisors, Inc. He holds a Series 6, 63, and 65 licenses. He is also an active member of several leading industry organizations including the Society of Financial Service Professionals (SFSP), the National Association of Insurance and Financial Advisors (NAIFA), and the National Association of Health Underwriters (NAHU).
Notwithstanding these accolades, Jan’s greatest sense of accomplishment rests with the large number of clients that he has helped over the years.
Jan lives in Succasunna, New Jersey with his wife, Wendy. He has three daughters.