Janice J. French

TIMONIER

Winston Salem, NC 27106

Some features on this profile are disabled

CRD#: 4360906

Professional summary

Janice Jacoby French is a registered financial advisor currently at TIMONIER located in Winston Salem, North Carolina.

Janice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Janice has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

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.

BAR NONE PROPERTIES LLC INVESTMENT-RELATED 604 WEST MAIN STREET PILOT MOUNTAIN NC 27041 TITLE : MEMBER HOURS DEVOTED: 0 START DATE: 09/01/09 NATURE: BUSINESS HOLDS COMMERCIAL REAL ESTATE HOLDINGS. CO- OWNED WITH HUSBAND WHO PERFORMS ALL WORK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janice Jacoby French'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®

None

Experience

Current

May 18, 2011 - Present

TIMONIER

Office #1: 121 Reynolda Village Suite B, Winston Salem, NC 27106

RIA

CRD#: 150748

Winston Salem, NC

Past

September 30, 2009 - October 4, 2010

RICE FINANCIAL PRODUCTS COMPANY

CRD#: 21606

NASHVILLE, TN

Past

March 20, 2009 - April 27, 2009

JVB FINANCIAL GROUP, LLC

CRD#: 104412

BOCA RATON, FL

Past

October 15, 1996 - September 23, 2009

HOWLAND AND ASSOCIATES, LLC

RIA

CRD#: 106963

LUTZ, FL

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".

TIMONIER

TIMONIER | TIMONIER FAMILY OFFICE, LTD.

CRD#: 150748 / SEC#: 801-70341

RIA

Registered Investment Advisory firm - (6/29/2009 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

North Carolina
(5/18/2011)

IAR

Texas
(3/6/2023)

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

State Security Law Exam

IAR

Series 65

Date: 11/30/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/13/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/19/2009

General Securities Representative Examination

Current Firm

TIMONIER

TIMONIER | TIMONIER FAMILY OFFICE, LTD.

CRD#: 150748 / SEC#: 801-70341

RIA

Registered Investment Advisory firm - (6/29/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

121 Reynolda Village Suite B, Winston Salem, NC 27106

Mailing Address

Phone number

(336) 725-5010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (3/12/2025)

Regulatory assets under management

Total Number of Accounts	758
AUM (Assets Under Management)	$ 388,829,076

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.

Similar Advisors

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Mark Downey

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Rochester, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Janice J. French

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janice Jacoby French's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIMONIER

RICE FINANCIAL PRODUCTS COMPANY

JVB FINANCIAL GROUP, LLC

HOWLAND AND ASSOCIATES, LLC

Primary Firm SEC Registration

TIMONIER

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2010

Series 63

Date: 10/13/2009

Series 7

Date: 3/19/2009

Current Firm

TIMONIER

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TIMONIER

TRUST BUT VERIFY

Similar Advisors