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Janet Briaud

Chief Investment Officer/Partner at Briaud Financial Planning in College Station, TX

Investment adviser registrationUpdated

Janet Briaud is Chief Investment Officer/Partner of Briaud Financial Planning Inc, an investment adviser managing $913M, and works from its College Station, TX office. Janet Briaud has been registered as an investment adviser representative through Briaud Financial Planning since 1 January 1992, has 34 years in the industry across 1 firm and has passed the Series 2.

34
Years in industry
34
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Janet Briaud has been Chief Investment Officer/Partner of Briaud Financial Planning since January 1992, is a control person of the firm and directly owns between 25% and 50% of it. Janet Briaud holds a Bachelor's degree in Physical Education from the University of New Brunswick and a Master's degree in Physical Education from the University of Ottawa.

Briaud Financial Planning Inc is a College Station, TX firm with $913M under management, 279 clients and 6 advisers in one office, as of its May 2026 filing.

Janet Briaud is Chief Investment Officer / Partner of Briaud Financial Advisors. Janet founded the firm in 1986. She has held leadership positions at all levels of the profession, including board chair of the National Association of Personal Financial Advisors in 1994.

  1. – present · 34 years
    College Station, TX · Adviser representative · Firm CRD 105638

Credentials and registrations

Investment adviser representative registrations

Janet Briaud is registered as an investment adviser representative in Texas, since January 1992.

  • TexasSince 1 January 1992

Examinations

Series 210 October 1988
Name
Non-Member General Securities Examination

Key facts

CRD
1891284
Firm
Briaud Financial Planning · CRD 105638
Role
Chief Investment Officer/Partner
Office
1611 CRESCENT POINTE PARKWAY, College Station, TX 77845
Registration
Investment adviser registration
In the industry since
December 1991
Disciplinary history
Not yet shown here · SEC record
Firm bio
briaud.com

Common questions

Where does Janet Briaud work?

Janet Briaud has been Chief Investment Officer/Partner of Briaud Financial Planning Inc since January 1992, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 12 May 2026

Is Janet Briaud a financial advisor?

Yes. Janet Briaud has a current investment-adviser registration in Texas, through Briaud Financial Planning since January 1992.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Janet Briaud have?

Janet Briaud has 34 years in the financial industry, since December 1991, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Janet Briaud passed?

Janet Briaud passed the Series 2 in October 1988.

Source: IAPD individual record, checked 22 October 2026

Where is Janet Briaud based?

Janet Briaud’s registered office is in College Station, TX.

Source: IAPD individual record, checked 22 October 2026

Is Janet Briaud registered with FINRA?

No. Janet Briaud has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Janet Briaud’s record?

Search CRD 1891284 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Janet Briaud’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Briaud Financial Planning

Sources

  1. IAPD individual record, CRD 1891284, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Briaud Financial Planning Inc, filed 12 May 2026. Title, control and ownership bands.
  3. Briaud Financial Planning team page. Biography, education, credentials, awards.