Jim Gibbons (CRD# 2564337) is an Investment Advisor Representative working at High Pines Wealth Management LLC in Duxbury, MA and has over 28 years of experience in the finance industry.
CRD# 4999910
Fidelity Personal And Workplace Advisors
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 6224921
Amundi Asset Management Us, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| High Pines Wealth Management LLC | Duxbury, MA | Jun 2017 - Current | 6 |
| Strategic Advisers, Inc. | Boston, MA | Mar 2000 - May 2017 | 17 |
| Fidelity Brokerage Services, Inc. | Boston, MA | Oct 1995 - May 2017 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MA
- TX
-
Total Assets Under Management130MILLIONS
-
Total Number of Accounts349ACCOUNTS
-
Average Account Value$373,723
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MA, MI, NH, NY, TX, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.