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Jane Taubner Barney

TFC Financial Management Inc.

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About Jane Taubner Barney

Jane Taubner Barney is a financial advisor with TFC Financial Management Inc. Jane Taubner Barney is registered with the state of Massachusetts and Texas. Jane Taubner Barney has been in the industry since 1996. Jane Taubner Barney specializes in providing financial planning, portfolio management, and consulting services for individuals and corporations.

Firm Information

Jane Barney is currently registered with TFC Financial Management Inc.. TFC Financial Management Inc. is an investment advisor registered with the SEC and located in BOSTON, MA. They advise high net worth individuals, individuals other than high net worth, and corporations or other businesses. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 8 investment advisor representatives and approximately $1.38 billion in regulatory assets under management.
TFC Financial Management Inc.

260 FRANKLIN STREET

BOSTON, MA 02110

$1.38B

Assets Under Management

9

Total Clients

9

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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administrative,consulting, monitoring

Administrative,consulting, monitoring

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jane Barney’s Registration & Firm History

MA

09/08/2017 - Present

TFC Financial Management Inc. (BOSTON MA)

MA

01/13/2003 - 05/04/2007

COMMONWEALTH FINANCIAL NETWORK (NATICK MA)

MA

07/01/2002 - 12/19/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/01/2002 - 12/19/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MA

01/17/1996 - 01/17/2001

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/17/1996 - 01/17/2001

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/24/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2000

Series 7 - General Securities Representative Examination

BC

Issued 01/16/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jane Taubner Barney.
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