Senior Wealth Advisor
Jeff is a seasoned financial advisor with over 30 years of experience advising high net worth individuals and institutional accounts. This long term experience has helped him successfully advise clients through the inevitable ups and downs of the market.
His work primarily focuses on advising high net worth families on issues that affect the comprehensive, tax-smart management of their wealth. As a Senior Wealth Advisor with Summit Wealth Partners, his belief in a rapidly changing investment environment motivates him to create substantial value for clients by investing to maximally profit from innovative, disruptive technologies.
A twice-published author, Jeff specializes in legacy planning and the effective transition of first generation wealth to subsequent generations and to charity. His book How to Pass Your Wisdom Before You Pass Your Wealth is about this topic. His second book, Stacking the Odds to Win the Loser’s Game, helps investors of every age to quickly build and benefit from financial literacy.
As an Accredited Investment Fiduciary Analyst (AIFA®), Jeff has adroitly advised plan sponsors and investment committees for corporate retirement plans, foundations and endowments. He also works closely with investment committees to design, implement, and monitor appropriate investment policy statements and to responsibly discharge their fiduciary obligation to their respective stakeholders.
Committed to life-long learning.
His professional credentials underscore his commitment to life-long learning. Jeff is a Certified Financial Planner™ or CFP® professional. His credentials also include Accredited Investment Fiduciary Analyst (AIFA®), Accredited Estate Planner (AEP®), as well as Certified Fund Specialist (CFS) and Licensed Insurance Counselor (LIC). Jeffrey is also board certified in Estate Planning (BCE), mutual funds (BCM), and asset allocation (BCAA) and has been trained as a Certified Financial Education Instructor (CFEI) to train people in financial literacy. He was the first financial advisor in the United State to obtain his certificate in Blockchain and Digital Assets, issued by the Digital Asset Council of Financial Professionals (DACFP). Jeff holds a designation as a Certified Digital Asset Advisor (CDAA) and has received his Digital Assets course certificate from Nasdaq Advisor Academy.
Jeffrey earned his Bachelor of Science degree in Pastoral Theology from Hyles-Anderson College and a Master’s degree in Financial Services from the Institute of Business and Finance in La Jolla, California.
A devoted family man, Jeffrey and his wife Kristen live in Naples, Florida and are proud of their 4 children located in different states. They attend Naples Covenant Church and voluntarily lead a Bible study small group, where they enjoy studying and discussing spiritual matters. They enjoy boating, golfing, reading, movies, psychology, home improvement projects, and taking long walks together. Jeff also enjoys investment research; particularly in the area of technology and is proud to have been affiliated with Summit Wealth Partners since 2014.
Recent Articles by Jeffrey Janson
What Is a Tax Deferral?
Tax deferral is an excellent option, whether you have a complicated filing this year or want to grow your wealth without tax implications. Find out why.
Tax Strategies For High-Income Earners
Read about some tax planning strategies that reduce spending and increase future earnings. Our tax optimization solutions help our clients save money.
How to Prepare Your Heirs
The purpose of the family meeting is to communicate openly, either in very general or specific terms, your current financial standing, your level of annual spending, and whether there might be a surplus that would pass to heirs at your death. You can also use this venue to express any desires, hopes, and dreams for how they might choose to use any money that may come to them at your passing.
The SECURE Act: What You Need to Know
On Friday, December 20th, 2019, the Setting Every Community Up for Retirement Enhancement Act, aka the “SECURE Act,” was passed into law by Congress, tied to crucial legislation needed to keep the government funded and open. It was the most impactful piece of retirement legislation passed in the last ten years, and the implications of the Act are just now being parsed, interpreted, and understood by the financial services industry.
Cybercrime’s New Business Model
The evolution of cybercrime in recent years has less to do with hacker’s technical tools and everything to do with a new business model.