21 Aug 2025
Funds Society
International English
  • InternationalEnglish
  • InternacionalEspañol
  • OffShoreEspañol
  • LATAMEspañol
  • EspañaEspañol
  • BrasilPortuguês
New call-to-action
  • News
    • Business
    • Regulation
    • Markets
    • ETF
    • Appointments
    • Alternatives
    • Private Banking
    • Pensions
  • Fórmate a fondo
    • Diccionario financiero
    • Taxation
    • Advice
    • Financial education
  • Magazines
  • Opinion
  • Agenda
  • Style
  • Collaborators
  • Who We Are
  • News:
  • Alternatives
  • Appointments
  • ETF
  • Business
  • Markets
  • Private Banking
  • Pensions
  • Regulation

Jan Blakeley Holman

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 44 years 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 has also written numerous articles and contributed to several books on these and other financial-planning topics.

Featured

Opinion

Insights by Thornburg IM

Three Lessons We Learned in 2023: Insights for the Future

By Jan Blakeley Holman
  • asesoramiento ...
  • financial ...
  • Thornburg ...

Opinion

Insights by Thornburg IM

Managing Legacy Wealth: Working with the Inheritors and Their Families

By Jan Blakeley Holman
  • financial ...
  • Millennials
  • Thornburg ...

Opinion

Insights by Thornburg IM

How Will You Remember the Investment Decisions You Made in 2022?

By Jan Blakeley Holman
  • Thornburg ...
  • Thornburg ...
       

Most popular

Business

New Extension for Entities Sanctioned by FinCEN in Mexico

CI Banco Sues the Treasury Department, Intercam Fails to Withstand Pressure and Sells

Appointments

Internal Promotion

Merrill Lynch Wealth Management Appoints Fabio Concesi as Market Executive for Palo Alto

Private Banking

Report "Capturing HNWI Loyalty Across Generations" by Capgemini

AI: The Formula to Convert “At-Risk Customers” Into “Loyal Customers”

Markets

Implications for Fixed Income and the Dollar

Who Is Stephen Miran and Why Should Investors Know His Ideas?

News

  • Alternatives
  • Appointments
  • ETF
  • Business
  • Markets
  • Private Banking
  • Pensions
  • Regulation

Magazines

Opinion

Agenda

Style

Contributors

New call-to-action

About us

Contact and Help

International English
  • InternationalEnglish
  • InternacionalEspañol
  • OffShoreEspañol
  • LATAMEspañol
  • EspañaEspañol
  • BrasilPortuguês
Terms and Conditions Privacy Policy Cookies