See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Mark Jansen profile image

Mark Jansen

Executive Director at Morgan Stanley
Intro Book
Seasoned financial professional with expertise in retirement planning and life insurance.
  • Claim this Profile
Location
Midlothian, Virginia, United States, US
Skills
  • Retirement Planning
  • Life Insurance
  • Estate Planning
  • Insurance
  • Term Life Insurance
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Mark Jansen is a seasoned financial professional with 25+ years of experience in retirement planning, life insurance, estate planning, and investments. He has held various leadership positions at top financial institutions, including Executive Director at Morgan Stanley and Regional Director at American General Life Companies. Mark holds a Juris Doctor degree from the University of Minnesota Law School and certifications from the American College and Minnesota Society of CPAs.

Credentials

  • ChFC
    American College
    Jan, 1992
    - Jun, 2026
  • CLU
    American College
    Jan, 1992
    - Jun, 2026
  • CPA
    Minnesota Society of CPAs
    Jan, 1992
    - Jun, 2026
  • JD
    Minnesota State Bar Association

Experience

  • Morgan Stanley
    • United States
    • Executive Director
      • Feb 2022 - Present
      • United States
  • New York Life Insurance Company
    • Richmond, Virginia Area
    • CVP-Advanced Planning Consultant
      • Jul 2009 - Feb 2022
      • Richmond, Virginia Area

      I am responsible for assisiting agents with clients concerning estate planning, business planning, and individual planning. I do this through joint client meetings, individual and group training and individual case consultations.

  • American General Life Companies is now part of ...
    • Greater Atlanta Area
    • Regional Director VUL sales
      • Jan 2008 - Jun 2009
      • Greater Atlanta Area
  • Lincoln Financial Group
    • Greater Atlanta Area
    • Variable Life Specialist
      • Mar 2006 - Jan 2008
      • Greater Atlanta Area
  • Canada Life
    • Greater Atlanta Area
    • Sales V.P. Variable Distribution
      • Mar 2000 - Sep 2003
      • Greater Atlanta Area
  • Minnesota Life
    • Greater Minneapolis-St. Paul Area
    • Director New Market Development
      • Nov 1992 - Mar 2000
      • Greater Minneapolis-St. Paul Area
  • Grant Thornton LLP
    • Greater Minneapolis-St. Paul Area
    • Tax Accountant
      • Sep 1986 - Nov 1992
      • Greater Minneapolis-St. Paul Area

Education

  • 1983 - 1986
    University of Minnesota Law School
  • 1978 - 1982
    St. John's University Collegeville, MN

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles