Jan Fredman (CRD# 1343406) is an Investment Advisor Representative working at Crescent Financial Advisors in Seneca, SC and has over 39 years of experience in the finance industry.
CRD# 6714168
Edward Jones
CRD# 4456936
Apex Capital Management LLC
CRD# 6620152
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clemson - Eps Advisors, LLC | Seneca, SC | Mar 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- LA
- SC
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Total Assets Under Management160MILLIONS
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Total Number of Accounts751ACCOUNTS
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Average Account Value$212,613
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
GA, LA, NC, SC
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