J.M. Forbes & Co. LLP

CRD 107422 · Boston, MA · $1.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 107422
SEC number: 801-2252
Firm type: RIA
Assets under management: $1.7B as of Mar 12, 2026
Website: www.linkedin.com/company/jmforbes ↗
Phone: 617-423-5705
Address: 121 Mount Vernon Street, Boston, MA, 02108

Advisors at this firm

8 in our index · page 1 of 1

Jeffrey Lee BernierCRD 2224696 · Boston, MA

IA Registered
Thomas Joseph BrosnanCRD 4807304 · Boston, MA

IA Registered
Elizabeth Simonds ColtCRD 1747232 · Boston, MA

IA Registered
Malcolm Lincoln DavidsonCRD 4341191 · Boston, MA

IA Registered
Paul EliasCRD 5051789 · Boston, MA

IA Registered
Bracken HendricksCRD 7527795 · Boston, MA

IA Registered
Benjamin Stephen WaddicorCRD 6705729 · Boston, MA

IA Registered
David Carr WarnerCRD 4341195 · Boston, MA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 107422 ↗ FINRA BrokerCheck record for firm CRD 107422 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.