Jenifer
Butler

Birchbrook

CRD#1935515
Investment Advisor
in Bangor, ME

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jenifer Butler is a chartered financial analyst who works in Bangor, Maine who has 20 years of industry experience. Butler is currently employed by Birchbrook. They have worked at Birchbrook for their entire career. Butler has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Maine, Massachusetts and Texas. Birchbrook is a registered investment firm headquartered in Bangor, ME. It controls $214 million in assets under management across its 805 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves eight charitable organizations. Of its 805 accounts, 31% are associated with high-net-worth investors who have more than $1 million in investable assets. Birchbrook provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Birchbrook likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

455 Harlow Street
Bangor, ME 04401

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Birchbrook Brokerage Details

Total Assets Under Management

$213,652,228

ME Average: $618,328,769
Total Number of Employees

7

ME Average: 10
Total Number of Accounts

805

ME Average: 975
Average Account Size

$265,406

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jenifer Butler Work History

Jenifer has been registered as a financial advisor for 20 years.*

1994 - Present (30 years)

Deighan Associates, Inc

*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 Jenifer Butler 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 Birchbrook

Lucie Estabrook
Bangor, ME
Jennifer Eastman
Bangor, ME
Brett Miller
Bangor, ME
Matthew Skaves
Bangor, ME
Jenifer Butler
Bangor, ME
Jean Deighan
Bangor, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started