Jane V. King

FAIRFIELD FINANCIAL ADVISORS

WELLESLEY, MA 02481

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CRD#: 269934

Professional summary

Jane Virginia King, CFP® is a registered financial advisor currently at FAIRFIELD FINANCIAL ADVISORS located in Wellesley, Massachusetts.

Jane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Jane has worked at 8 firms and has passed the Series 1 and Series 40 exams.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Education Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jane Virginia King's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Current

April 14, 1994 - Present

FAIRFIELD FINANCIAL ADVISORS

Office #1: 20 William Street Suite 310, Wellesley, MA 02481

RIA

CRD#: 106408

WELLESLEY, MA

Past

November 19, 1989 - August 27, 1990

OSAIC WEALTH, INC.

CRD#: 23131

Past

May 27, 1983 - January 22, 1985

INTEGRATED RESOURCES MARKETING, INC.

CRD#: 6546

Past

May 27, 1982 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

April 3, 1979 - July 17, 1981

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

Past

February 2, 1978 - April 14, 1979

MASSACHUSETTS FINANCIAL SERVICES COMPANY

CRD#: 7383

Past

June 26, 1973 - February 7, 1978

MASSACHUSETTS FINANCIAL SERVICES, INC.

CRD#: 6422

Past

June 7, 1971 - February 12, 1972

U. S. BOSTON CAPITAL CORPORATION

CRD#: 5251

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FAIRFIELD FINANCIAL ADVISORS

FAIRFIELD FINANCIAL ADVISORS | FAIRFIELD FINANCIAL ADVISORS LTD

CRD#: 106408 / SEC#: 801-44279

RIA

Registered Investment Advisory firm - (7/26/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(4/14/1994)

IAR

Texas
(3/22/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 1

Date: 6/1/1971

Registered Representative Examination

Principal/Supervisory Exam

Series 40

Date: 5/5/1979

Registered Principal Examination

Current Firm

FAIRFIELD FINANCIAL ADVISORS

FAIRFIELD FINANCIAL ADVISORS | FAIRFIELD FINANCIAL ADVISORS LTD

CRD#: 106408 / SEC#: 801-44279

RIA

Registered Investment Advisory firm - (7/26/1993 Approved)

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Contact information

Main Address

The Wellesley Office Park 20 William Street, Ste 165, Wellesley, MA 02481

Mailing Address

Phone number

(781) 431-1119

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAIRFIELD FINANCIAL ADVISORS, LTD. (5/15/2025)

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 298,093,130

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/01/2024	Cover Page	Report
01/23/2024	Cover Page	Report
07/20/2022	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Jane V. King

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jane Virginia King's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

INTEGRATED RESOURCES MARKETING, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

MASSACHUSETTS FINANCIAL SERVICES COMPANY

MASSACHUSETTS FINANCIAL SERVICES, INC.

U. S. BOSTON CAPITAL CORPORATION

Primary Firm SEC Registration

FAIRFIELD FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 1

Date: 6/1/1971

Series 40

Date: 5/5/1979

Current Firm

FAIRFIELD FINANCIAL ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAIRFIELD FINANCIAL ADVISORS

TRUST BUT VERIFY

Contact information

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