Jane S. Murphy
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jane Sullivan Murphy, who also goes by Jane Ellen Sullivan, was a registered financial professional .
Jane is a previously registered financial professional and started their career in finance in 1987. Jane had worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 6, 2003 - October 15, 2014
FAMILY CFO, LLC
August 26, 1988 - October 25, 1995
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
June 24, 1987 - December 8, 1987
ATLANTIC CAPITAL SECURITIES, INC.
Primary Firm SEC Registration
FAMILY CFO, LLC
CRD#: 108891 / SEC#: 801-121138
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FAMILY CFO, LLC
CRD#: 108891 / SEC#: 801-121138
Contact information
Regulatory assets under management
| Total Number of Accounts | 166 |
| AUM (Assets Under Management) | $ 158,155,789 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/19/2025 | ||
| 01/21/2025 | ||
| 12/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
