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Eric Harrison Jostrom

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, Massachusetts
26 years registeredIPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
53 S. MAIN STREET, IPSWICH, MA 01938-2321CRD# 262381Firm CRD# 106625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Harrison Jostrom · IPSWICH, MA
Registration
CRD #262381 · IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
Apr 2014 – present
BEACON FIDUCIARY ADVISORS INC
Jan 2000 – Nov 2005
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · January 1, 2000
Years registered · 26
03

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
CRD 106625 · SEC 801-26465
AUM
$638M
Regulatory assets under management
Employees
11
528 client accounts
Services offered by IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. →
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05

Frequently Asked Questions

What services does Eric Harrison Jostrom offer?
Eric Harrison Jostrom specializes in Investment Management, Wealth Management. Contact their office in IPSWICH, Massachusetts for a consultation.
What are Eric Harrison Jostrom's credentials?
Eric Harrison Jostrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Harrison Jostrom located?
Eric Harrison Jostrom is based in IPSWICH, Massachusetts, working with IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.. Their office serves clients in the IPSWICH metropolitan area and surrounding communities.
How does Eric Harrison Jostrom charge for services?
Eric Harrison Jostrom'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 IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.?
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. has approximately 11 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

Alexander M. Colby
IPSWICH, MA
David Robert Macdougall
IPSWICH, MA
James R Mccall
IPSWICH, MA
Janell Phillips
IPSWICH, MA
Karen Ciszewski Cole
IPSWICH, MA
Patricia Anne Bowlin
IPSWICH, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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