Jane King, financial advisor Wellesley MA

Jane King

CRD Number: 269934
Current Firm: Fairfield Financial Advisors

Jane King (CRD# 269934) is an Investment Advisor Representative working at Fairfield Financial Advisors in Wellesley, MA and has 1 year of experience in the finance industry. Jane King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fairfield Financial Advisors, Ltd. Wellesley, MA Jan 1993 - Current 29

Jane King has no recent exams reported.
Contact Info for Jane V. King
Phone Number: 781-431-1119
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    310
    MILLIONS
  • Total Number of Accounts
    441
    ACCOUNTS
  • Average Account Value
    $703,351
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, MA, NH, NY, OR, PA, TX

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