Jean Deighan, financial advisor Bangor ME

Jean Deighan

CRD Number: 1649834
Current Firm: Birchbrook

Jean Deighan (CRD# 1649834) is an Investment Advisor Representative working at Birchbrook in Bangor, ME and has over 33 years of experience in the finance industry. Jean Deighan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Deighan Associates, Inc. Bangor, ME Aug 1994 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
Contact Info for Jean M. Deighan
Phone Number: 207-990-1117
Registered State(s):
  • FL
  • ME
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    805
    ACCOUNTS
  • Average Account Value
    $265,406
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

FL, MA, ME, NY, TX

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