JB
CFP
JB
CFP

Jane Taubner Barney

23 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
409 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$1.5B

Fee Structure

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Location

260 Franklin Street, Suite 1888, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jane serves as a trustee, managing investments and distributions for beneficiaries. This activity requires minimal time each month.

Employment History
Current Registrations
Tfc Financial Management INC
January 2008 - Present · 18 yrs 1 mo
Previous Registrations
Commonwealth Financial Network
January 2003 - December 2005 · 2 yrs 11 mos
Canby Financial Advisors
September 2001 - November 2006 · 5 yrs 2 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.