Jack Planchard
Professional summary
Jack Planchard, who also goes by Jack E Planchard, is a registered financial professional currently at FARMERS FINANCIAL SOLUTIONS, LLC located in Butler, New Jersey.
Jack is registered as a RR (Registered Representative) and started their career in finance in 1999. Jack has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jack Planchard's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 7, 2012 - Present
FARMERS FINANCIAL SOLUTIONS, LLC
Office #1: 1250 Rte 23 Ste 9, Butler, NJ 07405May 26, 2010 - July 10, 2012
TD AMERITRADE, INC.
May 12, 2010 - July 10, 2012
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
May 12, 2010 - July 10, 2012
TD AMERITRADE, INC.
November 17, 2009 - April 26, 2010
TD WEALTH MANAGEMENT SERVICES INC.
November 17, 2009 - April 26, 2010
TD WEALTH MANAGEMENT SERVICES INC.
April 17, 2008 - November 17, 2009
CETERA INVESTMENT SERVICES LLC
April 11, 2008 - November 17, 2009
BANCNORTH INVESTMENT GROUP, INC.
June 9, 2006 - April 4, 2008
NYLIFE SECURITIES LLC
September 11, 2002 - May 22, 2006
INVESTACORP, INC.
December 3, 1999 - September 9, 2002
MONY SECURITIES CORPORATION
February 19, 1999 - December 17, 1999
DAVID LERNER ASSOCIATES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/7/2012)
(4/28/2015)
Exams
FINRA
Current Firm
FARMERS FINANCIAL SOLUTIONS, LLC
CRD#: 103863 / SEC#: 801-108217, 8-52361
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FFS HOLDING, LLC | MANAGING MEMBER | |
| BORKIN, JOSHUA ALAN | CHIEF FINANCIAL OFFICER | 6536355 |
| DAHM, CHRISTINE | BOARD MEMBER | 8191792 |
| DO, CHAU | SECRETARY | 7865522 |
| HANSON, GUY MEADE | BOARD MEMBER | 7165729 |
| HOHL, DOREN EUGENE | BAORD MEMBER | 1953425 |
| ROBINSON, TARETHA ANN | CHIEF COMPLIANCE OFFICER | 4539081 |
| ROBINSON, TARETHA ANN | DIRECTOR OF OPERATIONS | 4539081 |
| SCHEAR, ZACHARY | PRESIDENT | 5958762 |
| SCOTT, JANICE GALE | BOARD MEMBER | 7909854 |
| WILLOUGHBY, DENITA ANNETTE | BOARD MEMBER | 2368099 |
Disclosures
| Regulatory Event | 5 |
Red Flags
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