Jim
Gibbons
High Pines Wealth Management LLC
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About this Advisor
Jim Gibbons is a financial advisor based in Duxbury, Massachusetts, working with High Pines Wealth Management LLC. Jim has previously held positions at Strategic Advisers, Inc, High Pines Wealth Management LLC, and Fidelity Brokerage Services, Inc. Jim has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Jim is part of High Pines Wealth Management LLC, which operates out of Duxbury, Massachusetts. The firm has 4 employees and manages assets totaling $130.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at High Pines Wealth Management LLC includes asset-based fees.
Certifications and Registrations
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High Pines Wealth Management LLC Brokerage Details
$130,429,325
4
349
$373,723
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jim Gibbons Work History
High Pines Wealth Management LLC
Strategic Advisers, Inc
Fidelity Brokerage Services, Inc
Disclosures
Please visit the SEC profile of Jim Gibbons 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 High Pines Wealth Management LLC
Duxbury, MA
Duxbury, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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