Theodore Jans
Advisor at SyntheticFi LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Fee options
Flat monthly advisory fee of up to $200 per month for non-discretionary individual advisory services.
0.00% - 2.00% (varies by portfolio size, service type, complexity; negotiated per client)
Account minimum: No account minimum stated; the firm currently has no account minimum but reserves the right to impose one in the future with written notice. Fee-only: Annual fees based on assets under management ranging from 0.00% to 2.00%, charged monthly in arrears for discretionary services; flat monthly fee up to $200 for non-discretionary individual services charged monthly in advance.
Work history
Altruist Financial LLC
2022 - Present (4 years)
J.P. Morgan Securities LLC
2021 - 2022 (1 year)
JPMorgan Chase Bank, N.A.
2021 - 2022 (1 year)
MWA Financial Services Inc
2021 - 2021 (1 year)
Modern Woodmen
2020 - 2021 (1 year)
University of Maine
2016 - 2020 (4 years)
Josh Pond Farms
2016 - 2020 (4 years)
Unemployed
2011 - 2016 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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