portrait of Jan Wert

About Jan

Let me introduce myself. It's important for you to get a sense of the financial advisor who will work with you through very important financial decisions.

I was born, raised and currently live in my hometown of Halifax along with my husband, Bob. Together, we enjoy working in our vegetable garden, golfing, traveling and relaxing on our farm with family and friends.

With my accounting degree from Penn State, I pursued my professional career in holding positions in both the public and private corporate sectors, before accepting my current role with Edward Jones in 2003.

As an Edward Jones financial advisor, I believe...

Focus Areas

  • Retirement Savings Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies

Work History

  • Edward JonesMarch 2003 to Current

Education

  • Pennsylvania State UniversityBachelor of Science

Personal Interests

  • Gardening
  • Golfing
  • Hunting
  • Pets
  • Spending Time with Family

Team Members

  • Amy Chubb
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

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