Calan Adelle Jansen

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Infinex Investments, Inc.
  Meriden, CT
• 03/2016 → Present
  Farmers And Merchants Bank
  Broadway, VA

Other Businesses

1.)Farmers and Merchants Bank Not investment related Bank Vice President Start Date - 03/14/2016 Hours per month 32 Perform Lending and open retail accounts as needed

Exams

• S66 Uniform Combined State Law Examination
  2017-03-29
• S63 Uniform Securities Agent State Law Examination
  2012-12-20

Other Names

• Calan Adelle Rohde