J.m. Forbes & Company LLP

J.m. Forbes & Company LLP (CRD# 107422) is a financial advisory firm headquartered in Boston, MA. They manage $620,341,881 in 788 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    620
    MILLION
  • Total Number of Accounts
    788
    ACCOUNTS
  • Average Account Value
    $787,236
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, MA, MD, ME, NC, NH, NY, RI, TX, VT, WA

Financial Advisors at J.m. Forbes & Company LLP
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey L. Bernier
CRD#: 2224696
121 Mount Vernon Street, Boston, MA 02108
93
Wealthminder
score

Jeffrey Bernier (CRD# 2224696) is an Investment Advisor Representative working at J.m. Forbes & Company LLP in Boston, MA and has over 18 years of experience in the finance industry.

2
Paul Elias
CRD#: 5051789
121 Mount Vernon Street, Boston, MA 02108
93
Wealthminder
score

Paul Elias (CRD# 5051789) is an Investment Advisor Representative working at J.m. Forbes & Company LLP in Boston, MA and has over 12 years of experience in the finance industry.

3
Thomas J. Brosnan
CRD#: 4807304
121 Mount Vernon Street, Boston, MA 02108
90
Wealthminder
score

Thomas Brosnan (CRD# 4807304) is an Investment Advisor Representative working at J.m. Forbes & Company LLP in Boston, MA and has 1 year of experience in the finance industry.

4
Malcolm L. Davidson
CRD#: 4341191
121 Mount Vernon Street, Boston, MA 02108
87
Wealthminder
score

Malcolm Davidson (CRD# 4341191) is an Investment Advisor Representative working at J.m. Forbes & Company LLP in Boston, MA and has 1 year of experience in the finance industry.

5
David C. Warner
CRD#: 4341195
121 Mount Vernon Street, Boston, MA 02108
87
Wealthminder
score

David Warner (CRD# 4341195) is an Investment Advisor Representative working at J.m. Forbes & Company LLP in Boston, MA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.