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January Smith (CFP®, EA, RICP®)

January Smith focuses in the
following client markets or areas of practice:

  • Annuities
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs

Planning Specialties

We provide comprehensive financial planning, professional investment management, and tax preparation services. We tend to do our best work with people who are in-or-near retirement and small business owners.

Additional Information

January was born and raised in San Antonio, TX while Ellen was born and raised in Austin, TX. They both attended The University of Texas at Austin and studied Mechanical Engineering where they met in their thermodynamics class sophomore year. After January graduated with his BS, he moved to Virginia to begin his engineering career while Ellen stuck around for her MS and joined him a year and a half later. Their engineering careers would take them next to Tennessee and finally back home to San Antonio with projects that ranged from launch vehicles to sustainable power generation.

In 2022, January made a career change into personal financial planning. After passing the Certified Financial Planning Exam, he launched Janus Financial Planning, LLC as an independent Registered Investment Advisor. In 2026, four years into the creation of a successful business, Ellen joined JFP as an Investment Advisor Representative.

In addition to working on the family business, January and Ellen also work together on their life-long project of raising their son, January Smith V ("J"). J proudly marks the fifth generation January Haden Smith.

NAPFA Start Date

September 22, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2715 Oak Bluff San Antonio, TX 78230 Phone: +1 (210) 503-9982
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