Jan S. Fredman

Beginning his career in October of 1984 with Edward D. Jones, Jan was ranked in the top 1% of 10,000 Jones brokers and worked there until August of 2004. He worked with UBS Financial Services until 2008 and then joined Erisa Plan Services, Inc. until January of 2010. In March 2010, Jan opened his own advisory firm, Crescent Financial Advisors. As the founding partner, Jan currently holds the official title of Chief Investment Officer.

During his tenure at Edward D. Jones, Jan successfully passed the series 7 general securities representative exam, the series 63 uniform securities agent state law exam as well as the series 65 uniform investment advisor law exam. Jan also holds a South Carolina Insurance producer license.

Originally from Sweden, Jan moved to the U.S. to accept a tennis scholarship at Nicholls State University where he earned a degree in Business Administration in 1983. Jan played tennis at Nicholls State University where he was an All American and later inducted into Nicholls State Hall of Fame.

Jan enjoys tennis, golf and spending time with his sons and friends. He loves the mountains along with zydeco, blues, and jazz music. His beloved schnauzer and “partner in crime,” Tibby, is typically by his side.