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JG

Jessica G. Grande

TFC FINANCIAL MANAGEMENT
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 5374050
JG

Professional summary

Jessica Glaze Grande, who also goes by Jessica Elizabeth Glaze, Jessica Glaze, Jessica Elizabeth Grande, is a registered financial advisor currently at TFC FINANCIAL MANAGEMENT INC located in Boston, Massachusetts.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jessica 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

Jessica Elizabeth Glaze | Jessica Glaze | Jessica Elizabeth Grande

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 Jessica Glaze Grande'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 11, 2026 - Present

TFC FINANCIAL MANAGEMENT INC

Office #1: 260 Franklin Street Suite 1888, Boston, MA 02110
RIA
CRD#: 105062
BOSTON, MA
Past

December 5, 2017 - May 6, 2026

LEVATUS LLC

RIA
CRD#: 287811
BOSTON, MA
Past

May 6, 2008 - July 17, 2013

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

BD
CRD#: 32240
BOSTON, MA
Past

August 22, 2007 - April 2, 2008

MMC SECURITIES LLC

BD
CRD#: 103846
NORWOOD, MA

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".
TF
TFC FINANCIAL MANAGEMENT INC
TFC FINANCIAL MANAGEMENT INC | TFC FINANCIAL MANAGEMENT, INC.

CRD#: 105062 / SEC#: 801-17784

RIA
Registered Investment Advisory firm - (10/12/1982 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
(5/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/27/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/13/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/21/2007
General Securities Representative Examination

Current Firm

TF
TFC FINANCIAL MANAGEMENT INC
TFC FINANCIAL MANAGEMENT INC | TFC FINANCIAL MANAGEMENT, INC.

CRD#: 105062 / SEC#: 801-17784

RIA
Registered Investment Advisory firm - (10/12/1982 Approved)
Loading...

Contact information

Main Address
260 Franklin Street Suite 1888, Boston, MA 02110
Mailing Address
Phone number
(617) 210-6700
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (3/4/2026)

Regulatory assets under management

Total Number of Accounts1,619
AUM (Assets Under Management)$ 1,780,827,449

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/26/2026
Cover Page
Report
09/27/2024
Cover Page
Report
11/22/2023
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.

Company Information

TFC FINANCIAL MANAGEMENT INC

CRD#: 105062Boston, MA 02110

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