Jane Marchand has been President, Board Member, Chief Compliance Officer of Marchand Faries Financial Management since January 1996, is a control person of the firm and directly owns between 50% and 75% of it. Jane Marchand holds a Bachelor of Commerce from Sir George Williams University. Jane Marchand studied Florida Trust School at Florida Bankers Association.
Marchand Faries Financial Management, Inc. is a firm with $139M under management, 90 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Jane E. Marchand is President and Co-Founder of Marchand Faries Financial Management, Inc. Since 1996, she has been helping her clients plan for their and their family's futures through their retirement, trusts and estate plans.
Jane Marchand’s longest registration is the current one, 29 years at Marchand Faries Financial Management since 1997.
- Wealth Inc.– · 4 yearsJacksonville, FL · Adviser representative · Firm CRD 140018
- – present · 29 yearsKeystone Heights, FL · Adviser representative · Firm CRD 107813
Investment adviser representative registrations
Jane Marchand is registered as an investment adviser representative in Florida, since March 1997.
- FloridaSince 18 March 1997
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 August 1996 |
| Series 24 | General Securities Principal Examination | 24 January 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 May 1993 |
| Series 7 | General Securities Representative Examination | 31 August 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jane Elizabeth Marchand
- CRD
- 2275496
- Firm
- Marchand Faries Financial Management · CRD 107813
- Role
- President, Board Member, Chief Compliance Officer
- Office
- Keystone Heights, FL
- Registration
- Investment adviser registration
- In the industry since
- March 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mffm.com
Where does Jane Marchand work?
Jane Marchand has been President, Board Member, Chief Compliance Officer of Marchand Faries Financial Management, Inc. since January 1996, and is a control person of the firm.
Is Jane Marchand a financial advisor?
Yes. Jane Marchand has a current investment-adviser registration in Florida, through Marchand Faries Financial Management since March 1997.
How many years of experience does Jane Marchand have?
Jane Marchand has 29 years in the financial industry, since March 1997, across 2 adviser firms.
What exams has Jane Marchand passed?
Jane Marchand has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in August 1992.
Where is Jane Marchand based?
Jane Marchand’s registered office is in Keystone Heights, FL.
Is Jane Marchand registered with FINRA?
No. Jane Marchand has no current broker registration.
How can I verify Jane Marchand’s record?
Search CRD 2275496 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jane Marchand’s full registration record.
