Jennifer Sheffler
Marchand Faries Financial Management, Inc. · Keystone Heights, Florida
Jennifer Sheffler is a fee-only financial advisor at Marchand Faries Financial Management, Inc. in Keystone Heights, Florida, who holds the BA credential. Marchand Faries Financial Management, Inc. reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Marchand Faries Financial Management, Inc. |
|---|---|
| Based in | Keystone Heights, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $138.7M across 223 accounts |
| Credentials | BA |
| SEC registration | Investment adviser representative in FL · CRD 7223917 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Jennifer's firm compares
- Marchand Faries Financial Management, Inc.'s average account is about $622,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about Jennifer
Is Jennifer Sheffler a fee-only financial advisor?
Yes. Jennifer Sheffler is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jennifer's firm.
How does Jennifer charge for financial advice?
Jennifer's firm, Marchand Faries Financial Management, Inc., reports charging a percentage of assets on its SEC Form ADV.
Where is Jennifer Sheffler based?
Jennifer Sheffler is based in Keystone Heights, Florida.
What credentials does Jennifer Sheffler hold?
Jennifer Sheffler holds the BA credential.
Is Jennifer Sheffler registered with the SEC?
Yes. Jennifer Sheffler is registered as an investment adviser representative in FL (CRD 7223917), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Marchand Faries Financial Management, Inc. manage?
Marchand Faries Financial Management, Inc. reports $138.7M across 223 accounts in assets under management.
How do I contact Jennifer Sheffler?
Contact details aren't on file yet. Search for Marchand Faries Financial Management, Inc..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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