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).
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Total Assets Under Management1,174MILLION
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Total Number of Accounts912ACCOUNTS
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Average Account Value$1,287,043
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

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