Jeffrey E. Janson

FIDUCIARY FINANCIAL ADVISORS

Naples, FL

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CRD#: 1776745

Professional summary

Jeffrey Evan Janson, CFP®, who also goes by Jeff Baker, Jeff Janson, is a registered financial advisor currently at FIDUCIARY FINANCIAL ADVISORS located in Naples, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jeffrey has worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Baker | Jeff Janson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Evan Janson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 7461

ATLANTA, GA

Past

August 30, 1989 - February 21, 1995

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

March 15, 1988 - October 7, 1989

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIDUCIARY FINANCIAL ADVISORS

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/12/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/2/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/14/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/1/1994

Investment Company Products/Variable Contracts Principal Examination

Current Firm

FIDUCIARY FINANCIAL ADVISORS

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(616) 622-3062

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/14/2025)

Regulatory assets under management

Total Number of Accounts	2,035
AUM (Assets Under Management)	$ 1,165,890,928

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
10/16/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey E. Janson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Evan Janson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT WEALTH PARTNERS, LLC

SUMMIT WEALTH PARTNERS, LLC

FINANCIAL ADVISORY CORPORATION

FSC SECURITIES CORPORATION

CITISTREET EQUITIES LLC

PFS INVESTMENTS INC.

Primary Firm SEC Registration

FIDUCIARY FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 4/12/1988

Series 7

Date: 6/2/1995

Series 6

Date: 3/14/1988

Series 26

Date: 8/1/1994

Current Firm

FIDUCIARY FINANCIAL ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIARY FINANCIAL ADVISORS

TRUST BUT VERIFY

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