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Theodore Glen Jans

Advisor at SyntheticFi LLC — Bangor, ME

Updated today

Credentials

Series 63, Series 65

Experience

4 years

Location

Bangor, ME

SyntheticFi LLC logo

SyntheticFi LLC

Team

Total advisors

9

Across 7 offices

Clients per advisor

69 High

Avg AUM per client

$1,591,178 High

HNW client ratio

0% Very Low

About

Theodore Jans is a financial advisor with SyntheticFi LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Altruist Financial LLC, J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., MWA Financial Services Inc, and Modern Woodmen. Prior to his financial career, he was employed at the University of Maine and worked at Josh Pond Farms. SyntheticFi LLC provides investment advisory and sub-advisory services to registered investment advisers, as well as discretionary and non-discretionary advisory services to individuals, corporations, and small businesses. The firm specializes in portfolio management using a box spread option strategy as an alternative to margin loans, with a proprietary software platform for managing and reporting option positions.

Client services

Based on SyntheticFi LLC

Portfolio management

Expertise

Based on SyntheticFi LLC

Options & derivatives strategies

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Fee options

Fixed

Flat monthly advisory fee up to $200 per month for non-discretionary advisory services.

Percentage

0.00% - 2.00% annually (varies based on portfolio size, services, complexity, and negotiated per client)

Other

Minimum fee: Non-discretionary advisory service charges a flat monthly fee of no more than $200 per month, billed monthly in advance. Fee-only: Fees are based on asset management or flat monthly fees; no commissions are charged by SyntheticFi.

Location

See office

Bangor, ME

Bangor ME

Advisors at this office

1

Most active in

Maine

Work history

4 years of industry experience

Altruist Financial LLC

2022 - Present • 4 years

Culver City, CA

J.P. Morgan Securities LLC

2021 - 2022 • 1 year

Westbrook, ME

JPMorgan Chase Bank, N.A.

2021 - 2022 • 1 year

Westbrook, ME

MWA Financial Services Inc

2021 - 2021 • 1 year

Rock Island, IL

Modern Woodmen

2020 - 2021 • 1 year

Rock Island, IL

University of Maine

2016 - 2020 • 4 years

Orono, ME

Josh Pond Farms

2016 - 2020 • 4 years

Whiting, ME

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alexander B

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

In his role at Oldfield Wealth Partners, Alex works with clients to support the financial planning process and help them make thoughtful decisions about their financial future. He is passionate about helping individuals and families gain clarity and confidence in their financial lives. Alex earned a bachelor’s degree in Business Administration with a concentration in Financial Planning from Liberty University in 2023. He is a CERTIFIED FINANCIAL PLANNER™ professional and also holds the Certified Kingdom Advisor® designation. He joined Oldfield Wealth Partners in 2026. Alex lives in Levant with his wife, Kara, and their dog, Oakley. In his free time he enjoys fishing, playing hockey, and spending time outdoors. He and his wife are proud members of the Rock Church.

Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Active portfolio management Retired Self-Employed Approaching retirement Christian Faith Based Values-based investing Religious/faith focused

Chase G

Series 65

Bangor, ME

Oldfield Wealth Partners

Chase Guerrette is a financial advisor at Oldfield Wealth Partners with four years of industry experience. He holds a Series 65 designation and has previously worked at Ameritas Advisory Services, Thompson Financial Group, and Bangor Savings Bank. Oldfield Wealth Partners is an independent wealth management firm based in Bangor, Maine, serving business owners and high-net-worth families across the state. The firm provides financial planning and investment management tailored to clients’ individual circumstances, including business succession and coordination of personal and business financial goals.

Wealth management Business exit / sale strategy Business succession planning General retirement planning Active portfolio management Self-Employed Retired Doctor or Medical Professional Financial Professional Founder/Business Owner Established Professionals Approaching retirement Retired Career Changers Mid-Career Professionals

Kyle G

CFP®, Series 66

Bangor, ME

Oldfield Wealth Partners

As a Wealth Planning Advisor at Oldfield Wealth Partners, Kyle works with individuals, families, and business owners to help them make thoughtful financial decisions with clarity and confidence. He believes sound planning starts with understanding what matters most to each client, and that the work is a long-term partnership rooted in trust and a real commitment to helping clients steward what they have built. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and brings a distinctive background to his role. With bachelor’s and master’s degrees in music education and performance, his years as a musician shaped a disciplined, patient approach and a habit of working carefully through complex problems. He enjoys helping clients understand where they stand today and make decisions that fit their goals and values. Kyle lives in Hampden with his wife, Laurin, their son, Nolan, and their dog, Luna. Outside the office, he enjoys time with family, playing trumpet, and serving in his church’s worship ministry.

Early retirement planning Retirement withdrawal strategies Charitable giving tax strategies Wealth management General tax planning Approaching retirement Retired Established Professionals
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Caleb W

CFP®, Series 66

Bangor, ME

Warren Financial, LLC

Caleb Warren is a CFP® with seven years of industry experience and the principal advisor at Warren Financial, LLC in Bangor, ME. His prior experience includes roles at Ameriprise Financial Services and Raymond James. In addition to his advisory work, he is a licensed insurance agent providing life, disability, and long-term care insurance. Warren Financial serves individuals, high-net-worth clients, and pension or profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm combines fundamental and technical analysis with modern portfolio theory and provides fiduciary and non-fiduciary services to plan sponsors, including ERISA-related consulting.

Options & derivatives strategies Founder/Business Owner
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Lynn T

Series 63, Series 65

Bangor, ME

Thibeau Financial Consulting, LLC

Lynn Thibeau is the principal of Thibeau Financial Consulting, LLC, an independent firm based in Bangor, Maine. She holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior roles at Voya Financial Partners, LLC, Bangor Securities, Inc., and Means Wealth Management. Outside of her financial work, she provides private piano instruction and serves on the board of a local condominium association. Thibeau Financial Consulting offers personal financial consulting focused on budgeting, debt reduction, and financial organization for individual clients. The firm emphasizes education and advocacy rather than asset management, providing guidance primarily on mutual funds and referring clients seeking full investment management to other firms.

Debt management Cash flow / budgeting
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David R

Series 63, Series 65

Bangor, ME

Eagle Financial Strategies

David Robbins is a financial advisor at Eagle Financial Strategies with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC and American Independent Securities Group, LLC. Robbins is also an independent insurance agent. Eagle Financial Strategies provides portfolio management, financial planning, and pension consulting to individual, corporate, and charitable clients. The firm uses a combination of fundamental and technical analysis to tailor asset allocations and manages accounts on a discretionary basis, offering model portfolios and fund-based solutions for smaller accounts.

General retirement planning Wealth management Cash flow / budgeting
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