Bio

Jan began his career as an Investment Advisor in 1983. In October of 2008 he joined the Boenning & Scattergood family. His licensing and credentials include the series 4, 7, 9,10, 63, 24 and the SIE designation. In 1994 he furthered his achievements by completing the CERTIFIED FINANCIAL PLANNER™️ certification. Jan focuses on implementing and managing fee-based allocations designed to help individuals and families pursue their long-term wealth planning needs. Jan and Client Service Associate Patricia Caber serve our client family from the Berwyn branch. Jan Carr holds the Series 4, 7, 9, 10, 63, 24 registrations and the SIE designation with LPL Financial.