Eric C. Jansen

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“Eric C. Jansen is the Founder, President and Chief Investment Officer of AspenCross Wealth Management, and chairs the firm's Investment Committee.”
Firm:

AspenCross Wealth Management, Inc.

Job Title:

Founder, President and Chief Investment Officer

Biography:

Eric C. Jansen is the Founder, President and Chief Investment Officer of AspenCross Wealth Management, and chairs the firm's Investment Committee.  With over 30 years of experience in both client facing and investment portfolio design and management roles, he is an accomplished and highly respected wealth management professional.

He graduated Magna Cum Laude with a Bachelor’s degree in Economics from Framingham State University in 1987, and is a graduate of Purdue University’s Professional Management Institute. In addition, he earned the Chartered Financial Consultant (ChFC) designation from the American College.  He also proudly served in the Military Intelligence branch of the United States Army Reserve for nearly a decade.  

Prior to founding AspenCross Wealth Management in 2001, Eric served as a Managing Partner and Wealth Management Professional for John Hancock Financial Services, working exclusively with high net worth, and ultra-high net worth individuals and families in developing multi-generational wealth transfer strategies and integrated investment management solutions.

Eric is responsible for the strategic direction of the company, it's overall investment philosophy, all aspects of the client experience, and serves as the firm's "Chief Culture Officer".

If asked why after nearly fifteen years of working with a small select clientele, would he want to launch his own firm, Eric will enthusiastically and passionately tell you that he wanted to create an organization singularly focused on helping clients learn to use there money to improve their lives, and the lives of those around them. Today, by using state of the art technology, and a team based approach, AWM is able to deliver both in-person and virtual financial planning services, combined with institutional quality investment management to thousands of clients located throughout the United States. 

In addition, breaking away from common industry practice, Eric wanted all AWM advisors to be salaried full-time employees, not commission-based financial representatives, enabling every AWM team member to focus 100% of their efforts on delivering un-biased, highly personalized advice and guidance to the firm's clients and their families, not on earning a commission or vying for some company sales award.    

As a fee-based financial advisory and investment management firm focused exclusively on helping people make smarter financial choices that lead to more life choices, his firm's professional culture and business philosophy seem to be resonating well with clients. 

Education:

Economics / Finance, B.A.

Assets Under Management:

$100 million

CRD Number:

1719437

Disclaimer:

Registered Representative / Securities and Investment Advisory Services are offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. 1400 Computer Drive, Westborough, MA  01581. (800)530-6635  http://bit.ly/22i8xNG   #026-20170816-392716

Licensed to offer Securities in the following states:

AZ, CA, CO, CT, DC, FL, KS, MA, MD, ME, MO, NH, NY, NJ, NV, PA, RI, SC, TX, UT, VA, VT

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I heard that if the price of oil is low that means the stock market is not doing well. Is this correct?
100% of people found this answer helpful

That's a great question. Although the price of oil (and other commodities) has often been viewed as an indicator of economic strength, when prices were high, or weakness, when prices were low, that is not always the case. Low oil prices benefit consumers who in turn may spend more on goods and services, consumer discretionary stocks tend to do well in this envirnment. In addition, airlines, shipping and freight companies,  automobiles, and even consumer staples tend to do well in a low oil price environment. So in summary, low oil prices don't always indicate a slowing domestic or world economy as there may be other factors invloved, as there is today, such as oversupply that is driving oil prices down.

 

3 weeks ago