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Jacob Frederick Brown

NORTH AMERICAN MANAGEMENT CORP·BOSTON, Massachusetts
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TEN POST OFFICE SQUARE SUITE 1200 SOUTH, BOSTON, MA 02109-4621CRD# 2307907Firm CRD# 104825
01

About

Jacob Frederick Brown is a registered financial advisor based in BOSTON, Massachusetts, affiliated with NORTH AMERICAN MANAGEMENT CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTH AMERICAN MANAGEMENT CORP
NORTH AMERICAN MANAGEMENT CORP
AUM
$1.6B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at NORTH AMERICAN MANAGEMENT CORP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2307907
Firm CRD# 104825
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jacob Frederick Brown offer?
Jacob Frederick Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
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, working with NORTH AMERICAN MANAGEMENT CORP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
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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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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