Jan is a GenSpring Investment Manager and Vice President with Truist Investment Services, Inc. He offers clients more than 4 years of financial services, retirement planning, and investment management experience. His responsibilities include investment policy formation, client asset allocation and portfolio management, investment manager selection and client portfolio performance reviews.
Jan holds himself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. He takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other. Jan holds the Chartered Financial Analyst (CFA) designation.
Investment Adviser Representative, Truist Advisory Services, Inc.
Prior to Jan’s career in wealth and investment management, Jan served eight years as an infantry officer in the United States Marine Corps. His service included multiple roles, deployments and locations worldwide, with his most recent rank and title as Captain, Operations Manager. While serving in the Marine Corps, Jan led cross-functional teams to train and evaluate employees, maintain accountability for high value equipment, weapons, and vehicles for overseas assignments to Afghanistan, Saudi Arabia, Georgia, Brazil, and Central America.
He is currently the President of West Palm Beach Chapter of the National Marine Corps Business Network.
Location data unavailable at this time. We apologize for the inconvenience.
You're about to leave Truist.com
By selecting Continue, you acknowledge you're leaving the Truist website to enter a third-party website or app. We've provided this link for your convenience, but make no endorsements for the content, privacy, or security policies outside of our domain.