Jan Eric Kowal

Current Employers

Employment History

• 01/1993 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 07/2021
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 07/2021 → Present
  Stratos Wealth Advisors, Llc
  Fairfax, VA

Previous Registrations

• 2018-11-01 → 2021-08-27
  Edelman Financial Engines
  Fairfax, VA
• 1993-03-09 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
  Fairfax, VA

Other Businesses

1) Kowal Financial Advisors DBA - Investment Related. Fairfax, VA. Investment advisory and Financial Planning. President, CEO. Start Date 7/30/2021, 160 hours/month, 130 hours/month during securities trading hours. CFP and Wealth Advisor. 2) PM PLUS LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2007 ADDRESS: 11339 Waples Mill Rd, Oakton VA 22124, United States DESCRIPTION: Passive Investor 3) PLM LUBE POSITION: Member NATURE: Oil and Lube Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2007 ADDRESS: 11339 Waples Mill Rd, Oakton VA 22124, United States DESCRIPTION: Passive Investor 4) PM G & C LLC POSITION: Member NATURE: Operation of gas station and quick service food and convenience store. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2017 ADDRESS: 13616 Lee Highway, Centreville VA 20120, United States DESCRIPTION: passive investor 5) Fixed Insurance sales and service through various carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-17
• S63 Uniform Securities Agent State Law Examination
  1987-03-31

Designations