Jennifer Moran, financial advisor Westborough MA
96 score

Jennifer Moran

CRD Number: 5277599
Current Firm: Grimes & Company, Inc.

Jennifer Moran (CRD# 5277599) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 9 years of experience in the finance industry. Jennifer Moran 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
Grimes & Company, Inc. Westborough, MA Dec 2014 - Current 2
Daintree Advisors LLC Boston, MA Feb 2011 - Nov 2014 3
Calibre Advisory Services, Inc. Waltham, MA Jun 2006 - Jan 2011 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Jennifer A. Moran
Phone Number: 508-366-3883
Firm Website: http://www.grimesco.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,780
    MILLIONS
  • Total Number of Accounts
    2,145
    ACCOUNTS
  • Average Account Value
    $829,768
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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