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Jennifer Chalfant Merner

Franklin Distributors, LLC

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About Jennifer Chalfant Merner

Jennifer Merner is a financial professional with over 13 years of experience in the securities industry. Jennifer is currently registered with Franklin Distributors, LLC and holds a Series 63, Series 66, SIE and Series 7. Jennifer's previous experience includes roles at Foreside Fund Services, LLC and Rim Securities LLC. Jennifer is licensed to conduct business in 53 states and the District of Columbia.

Firm Information

Jennifer Merner is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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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Jennifer Merner’s Registration & Firm History

CA

03/07/2022 - Present

Franklin Distributors, LLC (San Mateo CA)

ME

04/27/2018 - 04/16/2021

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

NY

01/14/2008 - 08/03/2015

RIM SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/01/2018

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/01/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Chalfant Merner.
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