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Jeffrey Evan Janson

Fiduciary Financial Advisors

Naples, FL

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Current Employers
Fiduciary Financial Advisors

124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-28
  • FL RA
    APPROVED
    Since 2024-10-28

Branch Locations

Naples, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investors Advocate Orlando FL 07/2016 05/2017
Summit Wealth Partners, Llc Orlando FL 06/2017 10/2024
Fiduciary Financial Advisors Grand Rapids MI 10/2024 Present
Previous Registrations
Other Businesses

FIDUCIARY FOCUS CORPORATION, LLC OR FFC, LLC IS NON-INVESTMENT RELATED. 2120 SANDPIPER STREET, NAPLES, FL 34102. COMMITTEE GOVERNANCE TRAINING AND INFORMATION MARKETING. POSITION TITLE: OWNER AND PRESIDENT. START DATE: NOVEMBER 2020. NO HOURS DEVOTED DURING TRADING HOURS. DUTIES FOR FIDUCIARY FOCUS CORPORATION, LLC IS CONTENT CREATION AND INFORMATION DISTRIBUTION. Mr. Janson provides educational programs and consulting guidance to defined contribution retirement plan committees. Compensation earned from that work is either by flat fee or hourly. He is also an author and receives royalties from the sale of his books through Amazon.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-04-12
  • S63 Uniform Securities Agent State Law Examination
    1988-04-12
Designations
Other Names
  • Jeff Janson
  • Jeff Baker

View on SEC IAPD

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