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Jim Matthew Gibbons

HIGH PINES WEALTH MANAGEMENT LLC·DUXBURY, Massachusetts
SIE, Series 7, Series 63, Series 65Clean record26 years registeredHIGH 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 · 26 years registered
Brand Profile
Not yet started
01

Career History

HIGH PINES WEALTH MANAGEMENT LLC
Jun 2017 – present
STRATEGIC ADVISERS, INC.
Mar 2000 – Jun 2017
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 11, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HIGH PINES WEALTH MANAGEMENT LLC
CRD 285191 · SEC 801-116935
AUM
$130M
Regulatory assets under management
Employees
4
349 client accounts
Services offered by HIGH PINES WEALTH MANAGEMENT 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 HIGH PINES WEALTH MANAGEMENT LLC →
Introduction

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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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Nearby cities in Massachusetts
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Research
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