Jennifer Catherine Sheffler
Investment adviser representative at Marchand Faries Financial Management, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$138.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Marchand Faries Financial Management, Inc.Jan 2020 to now
- Automotive Management Services, Inc.Jan 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Marchand Faries Financial Management, Inc.
$138.7MAssets managed
90Clients
4Advisers
5 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
- 7223917
- Firm CRD
- 107813