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Jan Blakeley Holman, CFP, CIMA, ChFC, CDFA, CFS, GFS
Director of Advisor Education
Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan has spent more than four decades in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive.
Jan is a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, Longevity Planning, and Managing Legacy Wealth. She is internationally published author, whose columns are translated and syndicated in numerous global publications.
A strong believer in the importance of the financial advisor/investor relationship, throughout her career, Jan has demonstrated a passion for helping consumers understand the often off-putting language of financial services.
An avid skier, photographer, and novice silversmith, Jan’s career at Thornburg has enabled her to achieve her goal of living life “on purpose” by doing rewarding and meaningful work while enjoying the beautiful mountains of Santa Fe.
Jan lives in Minnesota and is a mother of three and a grandmother of five. She holds a BA in political science from the University of Denver.
CRD Number: 840648