J.p. Marvel Wealth Management, Inc.
J.p. Marvel Wealth Management, Inc. (CRD# 144364) is a financial advisory firm headquartered in Boston, MA. They manage $413,149,001 in 101 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management413MILLION
Total Number of Accounts101ACCOUNTS
Average Account Value$4,090,584
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
FL, MA, TX
Joseph Patton (CRD# 358081) is an Investment Advisor Representative working at J.p. Marvel Wealth Management, Inc. in Boston, MA and has over 31 years of experience in the finance industry.