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Jac Michael Arbour

J.M. ARBOUR, LLC·GARDINER, Maine
Series 7, Series 65Clean record10 years registeredJ.M. ARBOUR, LLC
1 BRUNSWICK AVENUE, GARDINER, ME 04345CRD# 5332031Firm CRD# 313352

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jac Michael Arbour · GARDINER, ME
Registration
CRD #5332031 · J.M. ARBOUR, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

J.M. ARBOUR, LLC
Jun 2022 – present
FOUNDATIONS INVESTMENT ADVISORS LLC
Jan 2016 – Aug 2022
HALLOWELL, ME
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · January 5, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
J.M. ARBOUR, LLC
CRD 313352 · SEC 801-124962
AUM
$116M
Regulatory assets under management
Employees
8
1,129 client accounts
Services offered by J.M. ARBOUR, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at J.M. ARBOUR, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jac Michael Arbour offer?
Jac Michael Arbour specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GARDINER, Maine for a consultation.
What are Jac Michael Arbour's credentials?
Jac Michael Arbour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jac Michael Arbour located?
Jac Michael Arbour is based in GARDINER, Maine, working with J.M. ARBOUR, LLC. Their office serves clients in the GARDINER metropolitan area and surrounding communities.
How does Jac Michael Arbour charge for services?
Jac Michael Arbour's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J.M. ARBOUR, LLC?
J.M. ARBOUR, LLC has approximately 8 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maine
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City Guides
PORTLAND GuideBANGOR GuideFALMOUTH GuideSOUTH PORTLAND GuideBRUNSWICK Guide
Research
Advisor Fees in MaineNational Fee Analysis
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