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JM

Jane E. Marchetti

FORESIDE FUND SERVICES
Memphis, TN 38120
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CRD#: 7078252
JM
Jane Elizabeth MarchettiFORESIDE FUND SERVICES

Professional summary

Jane Elizabeth Marchetti, who also goes by Jane Elizabeth Jones, Jane Elizabeth Jones Marchetti, Jane Jones Marchetti, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Memphis, Tennessee.

Jane is registered as a RR (Registered Representative) and started their career in finance in 2019. Jane has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 24 exams.

Aliases

Jane Elizabeth Jones | Jane Elizabeth Jones Marchetti | Jane Jones Marchetti

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) - BD

Click below to view Jane Elizabeth Marchetti'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

June 29, 2026 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 1661 International Drive, Ste 400, Memphis, TN, 38120
BD
CRD#: 46106
Memphis, TN
Past

May 2, 2024 - June 23, 2026

SEI INVESTMENTS DISTRIBUTION CO.

BD
CRD#: 10690
OAKS, PA
Past

November 18, 2022 - November 24, 2023

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY
Past

March 14, 2019 - March 17, 2020

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

RIA
CRD#: 106060
Norfolk, VA

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/29/2026)
RR
Alaska
(6/29/2026)
RR
Arizona
(6/29/2026)
RR
Arkansas
(6/29/2026)
RR
California
(6/29/2026)
RR
Colorado
(6/29/2026)
RR
Connecticut
(6/29/2026)
RR
Delaware
(6/29/2026)
RR
District of Columbia
(6/29/2026)
RR
Florida
(6/29/2026)
RR
Georgia
(6/29/2026)
RR
Hawaii
(6/29/2026)
RR
Idaho
(6/29/2026)
RR
Illinois
(6/29/2026)
RR
Indiana
(6/29/2026)
RR
Iowa
(6/29/2026)
RR
Kansas
(6/29/2026)
RR
Kentucky
(6/29/2026)
RR
Louisiana
(6/29/2026)
RR
Maine
(6/29/2026)
RR
Maryland
(6/29/2026)
RR
Massachusetts
(6/29/2026)
RR
Michigan
(6/29/2026)
RR
Minnesota
(6/29/2026)
RR
Mississippi
(6/29/2026)
RR
Missouri
(6/29/2026)
RR
Montana
(6/29/2026)
RR
Nebraska
(6/29/2026)
RR
Nevada
(6/29/2026)
RR
New Hampshire
(6/29/2026)
RR
New Jersey
(6/29/2026)
RR
New Mexico
(6/29/2026)
RR
New York
(6/29/2026)
RR
North Carolina
(6/29/2026)
RR
North Dakota
(6/29/2026)
RR
Ohio
(6/29/2026)
RR
Oklahoma
(6/29/2026)
RR
Oregon
(6/29/2026)
RR
Pennsylvania
(6/29/2026)
RR
Rhode Island
(6/29/2026)
RR
South Carolina
(6/29/2026)
RR
South Dakota
(6/29/2026)
RR
Tennessee
(6/29/2026)
RR
Texas
(6/29/2026)
RR
Utah
(6/29/2026)
RR
Vermont
(6/29/2026)
RR
Virginia
(6/29/2026)
RR
Washington
(6/29/2026)
RR
West Virginia
(6/29/2026)
RR
Wisconsin
(6/29/2026)
RR
Wyoming
(6/29/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/9/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/14/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/14/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/31/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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

FORESIDE FUND SERVICES, LLC

CRD#: 46106Memphis, TN 38120

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