Janice French has been Vice President and CCO of Timonier Family Office since February 2020, is a control person of the firm and directly owns between 10% and 25% of it. Janice French holds an MBA from the University of Tampa and a Bachelor's degree in business administration from Wesleyan College.
Timonier Family Office, LTD. is a Winston Salem, NC firm with $450M under management, 198 clients and 4 advisers in one office, as of its February 2026 filing.
Janice French is Wealth Advisor at Timonier. She serves clients as part of the advisor team and helps the firm meet its professional regulatory requirements. Her industry experience includes 10 years as a portfolio manager and fixed income trader with a privately held Florida-based trust company, and she served as a liaison to the institutional pension community for a Tampa-based asset management firm.
Janice French’s longest registration is the current one, 15 years at Timonier Family Office since 2011. Before joining Timonier Family Office in 2011, Janice French was registered through Howland and Associates, LLC.
- Howland and Associates, LLC– · 12 yearsLutz, FL · Adviser representative · Firm CRD 106963
Professional designations
Listed by Timonier Family Office
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Janice French is registered as an investment adviser representative in 2 states. The first approvals date from May 2011; the most recent is Texas, in March 2023.
- North CarolinaSince 18 May 2011
- TexasSince 6 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 October 2009 |
| Series 7 | General Securities Representative Examination | 19 March 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Janice Jacoby French
- CRD
- 4360906
- Firm
- Timonier Family Office · CRD 150748
- Role
- Vice President and CCO
- Office
- 121 REYNOLDA VILLAGE, SUITE B, Winston Salem, NC 27106
- Registration
- Investment adviser registration
- In the industry since
- June 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- timonier.com
Where does Janice French work?
Janice French has been Vice President and CCO of Timonier Family Office, LTD. since February 2020, and is a control person of the firm.
Is Janice French a financial advisor?
Yes. Janice French has a current investment-adviser registration in North Carolina and Texas, through Timonier Family Office since May 2011.
How many years of experience does Janice French have?
Janice French has 28 years in the financial industry, since June 1998, across 2 adviser firms.
What exams has Janice French passed?
Janice French has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in March 2009.
Where did Janice French work before Timonier Family Office?
Before Timonier Family Office, Janice French was registered through Howland and Associates, LLC, October 1996 to September 2009.
Where is Janice French based?
Janice French’s registered office is in Winston Salem, NC.
Is Janice French registered with FINRA?
No. Janice French has no current broker registration.
Is Janice French a CFA charterholder?
Timonier Family Office lists Janice French with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Janice French’s record?
Search CRD 4360906 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Janice French’s full registration record.
