Jordan
Letendre
Grimes & Company, Inc
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About this Advisor
Jordan Letendre is a certified financial planner based out of Westborough, Massachusetts, who has 9 years of relevant experience. Letendre currently works for Grimes & Company, Inc. During their career, the advisor has held roles at Boston Hill Advisors, LLC and Grimes & Company, Inc. Letendre maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Massachusetts and Texas. Grimes & Company, Inc is an advisory business based in Westborough, MA. The company has offices in 17 locations and a total of 51 advisors. It handles $4 billion in assets under management between its 8,491 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 27 charitable organizations. Of its 8,491 customer accounts, 33% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. Fee types billed by Grimes & Company, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grimes & Company, Inc Brokerage Details
$4,177,576,069
51
8,491
$492,000
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
Jordan Letendre Work History
Jordan has been registered as a financial advisor for 9 years.*
Grimes & Company, Inc
Boston Hill Advisors, LLC
*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 Jordan Letendre 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 Grimes & Company, Inc
Dallas, TX
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
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.
