Unclaimed Profile

Matthew Wood Johnson

WELLESLEY INVESTMENT PARTNERS, LLC·WELLESLEY, Massachusetts

SIE, Series 7, Series 63CFPClean record12 years registeredWELLESLEY INVESTMENT PARTNERS, LLC

75 CENTRAL STREET, WELLESLEY, MA 02482CRD# 6319748Firm CRD# 144984

Profile Verification

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

Identity

Matthew Wood Johnson · WELLESLEY, MA

Registration

CRD #6319748 · WELLESLEY INVESTMENT PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

WELCH & FORBES LLC

Jun 2025 – present

BLACKROCK INVESTMENT MANAGEMENT, LLC

Feb 2016 – May 2025

Boston, MA

WELLESLEY INVESTMENT PARTNERS, LLC

Apr 2014 – Jul 2015

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · April 15, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLESLEY INVESTMENT PARTNERS, LLC

CRD 144984 · SEC 801-68361

AUM

$420M

Regulatory assets under management

Employees

617 client accounts

Services offered by WELLESLEY INVESTMENT PARTNERS, LLC

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 WELLESLEY INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Wood Johnson offer?

Matthew Wood Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Matthew Wood Johnson's credentials?

Matthew Wood Johnson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Wood Johnson located?

Matthew Wood Johnson is based in WELLESLEY, Massachusetts, working with WELLESLEY INVESTMENT PARTNERS, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Matthew Wood Johnson charge for services?

Matthew Wood Johnson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WELLESLEY INVESTMENT PARTNERS, LLC?

WELLESLEY INVESTMENT PARTNERS, LLC has approximately 9 employees and manages $420M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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