Jessica Glaze Grande
Investment adviser representative at Tfc Financial Management Inc
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Tfc Financial Management IncApr 2026 to now
- Levatus LLCSep 2017 to Apr 2026
- Prime, BuchholzAug 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MA).
Tfc Financial Management Inc
Legal name: Tfc Financial Management, Inc.
$1.8BAssets managed
415Clients
12Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5374050
- Firm CRD
- 105062