Unclaimed Profile

Jan Sture Fredman

CLEMSON-EPS ADVISORS, LLC·SENECA, South Carolina

Series 7, Series 63, Series 6621 years registeredCLEMSON-EPS ADVISORS, LLC

10704 CLEMSON BOULEVARD, SENECA, SC 29678CRD# 1343406Firm CRD# 153101

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jan Sture Fredman · SENECA, SC

Registration

CRD #1343406 · CLEMSON-EPS ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Jul 2025 – present

CRESCENT FINANCIAL ADVISORS

Apr 2010 – Mar 2026

SENECA, SC

EPS ADVISORS

Jan 2010 – Apr 2010

SENECA, SC

ERISA PLAN SERVICES INC

Apr 2009 – Jan 2010

ANDERSON, SC

UBS FINANCIAL SERVICES INC.

Dec 2004 – Aug 2008

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · December 16, 2004

Years registered · 21

Disclosure History

2025Customer Dispute·Closed-No Action

2008Customer Dispute·Closed-No Action

2008Customer Dispute·Settled

2008Employment Separation After Allegations

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CLEMSON-EPS ADVISORS, LLC

CRD 153101 · SEC 801-114128

AUM

$160M

Regulatory assets under management

Employees

751 client accounts

Services offered by CLEMSON-EPS ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLEMSON-EPS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jan Sture Fredman offer?

Jan Sture Fredman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SENECA, South Carolina for a consultation.

What are Jan Sture Fredman's credentials?

Jan Sture Fredman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jan Sture Fredman located?

Jan Sture Fredman is based in SENECA, South Carolina, working with CLEMSON-EPS ADVISORS, LLC. Their office serves clients in the SENECA metropolitan area and surrounding communities.

How does Jan Sture Fredman charge for services?

Jan Sture Fredman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEMSON-EPS ADVISORS, LLC?

CLEMSON-EPS ADVISORS, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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