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Jack Planchard

Farmers Financial Solutions, LLC

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About Jack Planchard

Jack Planchard is a financial advisor registered with Farmers Financial Solutions, LLC, and holds Series 7, Series 63, Series 65 and SIE licenses. Jack has been in the industry since 1999 and has held previous positions with TD Ameritrade, Inc., TD Wealth Management Services Inc., BancNorth Investment Group, Inc., NYLife Securities LLC and Investcorp, Inc. Jack's previous experience also includes roles with MONY Securities Corporation and David Lerner Associates, Inc.

Firm Information

Jack Planchard is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jack Planchard’s Registration & Firm History

NJ

12/07/2012 - Present

Farmers Financial Solutions, LLC (Butler NJ)

NJ

05/12/2010 - 07/10/2012

TD AMERITRADE, INC. (CLIFFSIDE PARK NJ)

NJ

11/17/2009 - 04/26/2010

TD WEALTH MANAGEMENT SERVICES INC. (LITTLE FERRY NJ)

NJ

04/11/2008 - 11/17/2009

BANCNORTH INVESTMENT GROUP, INC. (CLIFFSIDE PARK NJ)

NJ

06/09/2006 - 04/04/2008

NYLIFE SECURITIES LLC (WOOD RIDGE NJ)

NJ

09/11/2002 - 05/22/2006

INVESTACORP, INC. (WOOD RIDGE NJ)

NY

12/03/1999 - 09/09/2002

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

02/19/1999 - 12/17/1999

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

IA

Issued 11/02/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jack Planchard. Review regulatory record here.
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