J.m. Forbes & Company LLP

J.m. Forbes & Company LLP (CRD# 107422) is a financial advisory firm headquartered in Boston, MA. They manage $1,173,783,193 in 912 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details

121 Mount Vernon Street, Boston, MA 02108

https://www.linkedin.com/company/jmforbes/

By the Numbers

Total Assets Under Management

1,174

MILLION
Total Number of Accounts

912

ACCOUNTS
Average Account Value

$1,287,043

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

Registered Investment Advisor

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, ME, NC, NH, NY, RI, TX, VT, WA, WY

Financial Advisors at J.m. Forbes & Company LLP

Showing 1 - 7 of 7 top financial advisors.

1

Jeffrey L. Bernier

CRD#: 2224696

121 Mount Vernon Street, Boston, MA 02108

Jeffrey Bernier (CRD# 2224696) is an Investment Advisor Representative working at J.m. Forbes & Company LLP in Boston, MA and has over 23 years of experience in the finance industry.

2

Thomas J. Brosnan

CRD#: 4807304

121 Mount Vernon Street, Boston, MA 02108

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.

3

Malcolm L. Davidson

CRD#: 4341191

121 Mount Vernon Street, Boston, MA 02108

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.

4

CRD#: 5051789

121 Mount Vernon Street, Boston, MA 02108

Paul Elias (CRD# 5051789) is an Investment Advisor Representative working at J.m. Forbes & Company LLP in Boston, MA and has over 16 years of experience in the finance industry.

5

Benjamin S. Waddicor

CRD#: 6705729

121 Mount Vernon Street, Boston, MA 02108

Benjamin Waddicor (CRD# 6705729) is an Investment Advisor Representative working at J.m. Forbes & Company LLP in Boston, MA and has over 5 years of experience in the finance industry.

6

David C. Warner

CRD#: 4341195

121 Mount Vernon Street, Boston, MA 02108

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.

7

Elizabeth S. Colt

CRD#: 1747232

121 Mount Vernon Street, Boston, MA 02108

Elizabeth Colt (CRD# 1747232) is an Investment Advisor Representative working at J.m. Forbes & Company LLP in Boston, MA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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