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Jim Matthew Gibbons

HIGH PINES WEALTH MANAGEMENT LLC·DUXBURY, Massachusetts
Clean recordHIGH PINES WEALTH MANAGEMENT LLC
40 TREMONT STREET, DUXBURY, MA 02332CRD# 2564337Firm CRD# 285191

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jim Matthew Gibbons · DUXBURY, MA
Registration
CRD #2564337 · HIGH PINES WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jim Matthew Gibbons is a registered financial advisor based in DUXBURY, Massachusetts, affiliated with HIGH PINES WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HIGH PINES WEALTH MANAGEMENT LLC
HIGH PINES WEALTH MANAGEMENT LLC
AUM
$130M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HIGH PINES WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2564337
Firm CRD# 285191
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jim Matthew Gibbons offer?
Jim Matthew Gibbons specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DUXBURY, Massachusetts for a consultation.
What are Jim Matthew Gibbons's credentials?
Jim Matthew Gibbons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jim Matthew Gibbons located?
Jim Matthew Gibbons is based in DUXBURY, Massachusetts, working with HIGH PINES WEALTH MANAGEMENT LLC. Their office serves clients in the DUXBURY metropolitan area and surrounding communities.
How does Jim Matthew Gibbons charge for services?
Jim Matthew Gibbons's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGH PINES WEALTH MANAGEMENT LLC?
HIGH PINES WEALTH MANAGEMENT LLC has approximately 4 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HIGH PINES WEALTH MANAGEMENT LLC

Dawn Wilma Gibbons
DUXBURY, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
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Research
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