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 $564,210,037 in 116 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
265 Franklin Street, Suite 902, Boston, MA 02110
http://www.jpmarvel.com
By the Numbers
  • Total Assets Under Management
    564
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $4,863,880
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, TX

Financial Advisors at J.p. Marvel Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Joseph Patton, financial advisor Boston MA
Joseph F. Patton
CRD#: 358081
265 Franklin Street, Boston, MA 02116

Joseph Patton (CRD# 358081) is an Investment Advisor Representative working at J.p. Marvel Wealth Management, Inc. in Boston, MA and has over 37 years of experience in the finance industry.

2
Joseph Patton, financial advisor Boston MA
Joseph F. Patton
CRD#: 5341584
265 Franklin Street, Suite 902, Boston, MA 02110

Joseph Patton (CRD# 5341584) is an Investment Advisor Representative working at J.p. Marvel Wealth Management, Inc. in Boston, MA and has over 3 years of experience in the finance industry.

3
Robert Stephenson, financial advisor Boston MA
Robert T. Stephenson
CRD#: 2398317
265 Franklin Street, Suite 902, Boston, MA 02110

Robert Stephenson (CRD# 2398317) is an Investment Advisor Representative working at J.p. Marvel Wealth Management, Inc. in Boston, MA and has over 30 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.

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