TUESDAY, MARCH 16, 2021
Jan Blakeley Holman, CFP®, CIMA®, ChFC, CDFA, CFS, GFS® - Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan is also a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, and Longevity Planning. She has also written numerous articles and contributed to several books on these and other financial-planning topics.
Jan has spent over 44 years in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate
executive. Past employers include American Express Financial Advisors (Ameriprise), Wells Fargo Advisors, and Wachovia.
Jan has a BA in political science from the University of Denver.
This session does not qualify for CFP CE