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Jenna Leigh Israni

TFC Financial Management Inc.

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About Jenna Leigh Israni

Jenna Leigh Israni is a financial advisor with TFC Financial Management Inc. Jenna has been in the financial services industry since February 2009. Jenna is a Chartered Financial Consultant. Jenna has a current registration in Massachusetts.

Firm Information

Jenna Israni 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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Jenna Israni’s Registration & Firm History

MA

02/19/2025 - Present

TFC Financial Management Inc. (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jenna Leigh Israni.
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