Unclaimed Profile

Jacob Frederick Brown

NORTH AMERICAN MANAGEMENT CORP·BOSTON, Massachusetts

Series 2, Series 65Clean record23 years registeredNORTH AMERICAN MANAGEMENT CORP

TEN POST OFFICE SQUARE SUITE 1200 SOUTH, BOSTON, MA 02109-4621CRD# 2307907Firm CRD# 104825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Frederick Brown · BOSTON, MA

Registration

CRD #2307907 · NORTH AMERICAN MANAGEMENT CORP · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTH AMERICAN MANAGEMENT CORP

NORTH AMERICAN MANAGEMENT CORP

May 2003 – Oct 2018

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · May 8, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH AMERICAN MANAGEMENT CORP

CRD 104825 · SEC 801-5346

AUM

$1.6B

Regulatory assets under management

Employees

856 client accounts

Services offered by NORTH AMERICAN MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTH AMERICAN MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does Jacob Frederick Brown offer?

Jacob Frederick Brown specializes in Financial Planning, Investment Management, Wealth Management.

What are Jacob Frederick Brown's credentials?

Jacob Frederick Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Frederick Brown located?

Jacob Frederick Brown is based in BOSTON, Massachusetts, last registered with NORTH AMERICAN MANAGEMENT CORP.

How does Jacob Frederick Brown charge for services?

Jacob Frederick Brown's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTH AMERICAN MANAGEMENT CORP?

NORTH AMERICAN MANAGEMENT CORP has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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