JD Jansen   CFP®

Director of Participant Education

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Education: BA Business Administration - Seattle Pacific University

Biography:

Educated in finance and economics, JD holds a degree in Business Administration from Seattle Pacific University. As a Certified Financial Planner® practitioner, Jan-David received this Executive Certificate in Financial Planning from the University of Portland. Prior to joining AKT Wealth Advisors, JD worked for six years at Umpqua Investments, Inc. providing financial planning and investment advisory service to individuals, corporations and non-profit organizations.
 
At AKT Wealth Advisors, JD leads the Department of Employee Education, working with the Investment Committee and 401(k) plan sponsors to provide exceptional guidance to the participants of several retirement plans. JD believes that knowledge in the areas of retirement planning and investment allocation dramatically increases action on the part of participants, allowing them to put themselves on a path to financial independence.