Jeffrey
Thompson
Donoghue Forlines LLC
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About this Advisor
Jeffrey Thompson is a financial advisor based in Boston, Massachusetts, working with Donoghue Forlines LLC. Jeffrey has previously held a position at W E Donoghue & Co Inc. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts, Oklahoma, and Texas. Currently, Jeffrey is part of Donoghue Forlines LLC, which operates out of Boston, Massachusetts. The firm has 8 employees and manages assets totaling $376.1 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, market timing services, and other services. The fee structure at Donoghue Forlines LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Donoghue Forlines LLC Brokerage Details
$376,099,956
8
29
$12,968,964
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Market timing services
- Other
Jeffrey Thompson Work History
W E Donoghue & Co Inc
Disclosures
Please visit the SEC profile of Jeffrey Thompson 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 Donoghue Forlines LLC
Boston, MA
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