Hi, I’m Jan.

I have been helping Charleston individuals, families and businesses achieve their financial goals for more than 13 years. My favorite part of my job is getting to know my clients and their stories, and in that same spirit, I want to share a little bit about mine.

MY PATH TO CHARLESTON

Charleston is my home, but my story didn't start here. Born and raised in Scranton, Pennsylvania, I took a leap of faith 13 years ago and relocated to Charleston – a place I had only visited once and where I knew only two people. Looking back, I’m incredibly grateful I found my home here thanks in large part to the people of this great community.

MY PATH TO FINANCIAL ADVISING

As I was transitioning to my new home in Charleston, I was also undergoing a major career transition after years of working in the hospitality industry. I had always been interested in financial investing and decided to pursue it as a career. I applied to several financial advisor training programs at major firms and ultimately was given the opportunity to start my advising career with Edward Jones.

This was a whole new world for me. At that time, I had never owned a stock or set up a 401k and had far less investment experience than my peers. I initially felt like I was at a disadvantage, but I quickly found out that investing and financial planning came very naturally to me. Knowing what it’s like to need financial guidance, I take my role as an advisor very seriously. I truly feel like my clients are my family and it’s important to me that every decision and recommendation I make is aligned with their personal values and goals.

MY PATH TO J BENJAMIN FINANCIAL

I have an entrepreneurial spirit and am not afraid to take the path less traveled. After five years of expanding my financial expertise and client list under Edward Jones’ direction, I decided that I wanted to provide a different type of financial experience for my clients.

As larger financial firms grow, service can suffer as advisors try to keep up while stretched too thin. I wanted to take a different approach and provide highly detailed service for only as many clients as time would reasonably allow. In July 2016, I left Edward Jones thankful for the strong foundation and experience it provided me and created J Benjamin Financial.

THE J BENJAMIN DIFFERENCE

J Benjamin Financial is a boutique, independent, and fiduciary financial planning and investment management firm where our clients’ best interests always come first.

I believe that your financial advisor should be the right fit – not just financially, but also because they share your values and understand you. And that’s the connection I aspire to have with all my clients.

At J Benjamin Financial, we want to take the guesswork out of the complex world of finance, taxes, and investments and help set individuals and families up for a successful legacy. As a boutique firm, our expert team is focused on providing exceptional, highly customized services

to a small number of people. This allows us to truly get to know the people and families we work with. I know my clients by name when I see them around town, and that personal connection is – and always will be – very important to me.

A person's financial life is living, breathing, complex, and ever-changing, and it needs to be continuously tended to. I am humbled to be with my clients as a trusted partner throughout every step of their journey – as their families grow, as their financial priorities change, and as they prepare for the next chapters of their lives.

DON’T BE A STRANGER

I'll be around at community events and look forward to meeting you. If you have questions or want to learn more about our services, we are right across the street from the I’On neighborhood – please give us a call or visit us online at jbenjaminfinancial.com