Jan Fredman

Jan is a seasoned wealth manager focused on holistic financial planning with the big picture in mind. The first step in his process is to works with clients to understand their goals for the future—what truly matters to them. He believes these goals are the key to a personalized financial plan designed to support a client’s journey to financial freedom.

Beginning his career in 1984 with Edward D. Jones, Jan was ranked in the top 1% of 10,000 Jones brokers. He also gained experience at UBS Financial Services and Erisa Plan Services, Inc. In March of 2010, with more than two decades of experience, Jan opened his own advisory firm—Crescent Financial Advisors.

Jan holds his Series 66 registration and is licensed as a South Carolina Insurance producer.

Originally from Sweden, Jan moved to the U.S. to accept a tennis scholarship at Nicholls State University in Thibodaux, Louisiana. As he earned his bachelor’s degree in business administration, he also became an All-American tennis player and was 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,” Thibby, is typically by his side.