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Theodore Glen Jans

Investment adviser representative at Syntheticfi LLC
10 yearsExperience
1 stateRegistered in
$992.9MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Syntheticfi LLCFeb 2026 to now
  2. Altruist Financial LLCJun 2022 to now
  3. J.P. Morgan Securities LLCAug 2021 to Jun 2022
  4. JPMorgan Chase Bank, N.A.Aug 2021 to Jun 2022
  5. Mwa Financial Services IncApr 2021 to Jul 2021
  6. Modern WoodmenSep 2020 to Jul 2021
  7. University of MaineAug 2016 to May 2020
  8. Josh Pond FarmsJul 2016 to Sep 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (ME).

Syntheticfi LLC

$992.9MAssets managed
624Clients
9Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7364813
Firm CRD
330200
Advisor's SEC record (opens in a new tab)
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