Jac
Arbour
J.M. Arbour, LLC
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About this Advisor
Jac Arbour is a certified financial planner and chartered financial consultant who works out of Hallowell, Maine, with 1 year of industry experience. Arbour is currently employed by J.M. Arbour, LLC. The advisor has gained experience at Combined Benefits United, Foundations Investment Advisors, LLC, J.M. Arbour Wealth Management and J.M. Arbour, LLC. Arbour holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Arizona, Maine and Texas. J.M. Arbour, LLC is a company that has its headquarters in Hallowell, ME. It has a total of eight advisors. It handles $93 million in total assets across its 1,040 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 1,040 accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets. J.M. Arbour, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely are based on the type of financial services provided. Fees charged by J.M. Arbour, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J.M. Arbour, LLC Brokerage Details
$92,942,052
8
1,040
$89,367
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jac Arbour Work History
Jac has been registered as a financial advisor for 1 years.*
J.M. Arbour Wealth Management
J.M. Arbour, LLC
Foundations Investment Advisors, LLC
Combined Benefits United
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jac Arbour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J.M. Arbour, LLC
Hallowell, ME
Hallowell, ME
Hallowell, ME
Scottsdale, AZ
Hallowell, ME
Hallowell, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
