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Jennifer Sheffler

Vice President, Board Member, Director of Client Services at Marchand Faries Financial Management in Jupiter, FL

Investment adviser registrationUpdated

Jennifer Sheffler is Vice President, Board Member, Director of Client Services of Marchand Faries Financial Management, Inc., an investment adviser managing $139M, and works from its Jupiter, FL office. Jennifer Sheffler has been registered as an investment adviser representative through Marchand Faries Financial Management since 7 February 2020, has 6 years in the industry across 1 firm and has passed the Series 65.

6
Years in industry
6
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jennifer Sheffler has been Vice President, Board Member, Director of Client Services of Marchand Faries Financial Management since January 2020, is a control person of the firm and directly owns between 10% and 25% of it.

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.

  1. Marchand Faries Financial Management, Inc.Current
    – present · 6 years
    Jupiter, FL · Adviser representative · Firm CRD 107813

Credentials and registrations

Investment adviser representative registrations

Jennifer Sheffler is registered as an investment adviser representative in Florida, since February 2020.

  • FloridaSince 7 February 2020

Examinations

Series 6524 January 2020
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jennifer Catherine Sheffler
CRD
7223917
Firm
Marchand Faries Financial Management · CRD 107813
Role
Vice President, Board Member, Director of Client Services
Office
Jupiter, FL
Registration
Investment adviser registration
In the industry since
February 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jennifer Sheffler work?

Jennifer Sheffler has been Vice President, Board Member, Director of Client Services of Marchand Faries Financial Management, Inc. since January 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 February 2026

Is Jennifer Sheffler a financial advisor?

Yes. Jennifer Sheffler has a current investment-adviser registration in Florida, through Marchand Faries Financial Management since February 2020.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jennifer Sheffler have?

Jennifer Sheffler has 6 years in the financial industry, since February 2020, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Jennifer Sheffler passed?

Jennifer Sheffler passed the Series 65 in January 2020.

Source: IAPD individual record, checked 22 October 2026

Where is Jennifer Sheffler based?

Jennifer Sheffler’s registered office is in Jupiter, FL.

Source: IAPD individual record, checked 22 October 2026

Is Jennifer Sheffler registered with FINRA?

No. Jennifer Sheffler has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jennifer Sheffler’s record?

Search CRD 7223917 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Sheffler’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Marchand Faries Financial Management

Sources

  1. IAPD individual record, CRD 7223917, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Marchand Faries Financial Management, Inc., filed 26 February 2026. Title, control and ownership bands.
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