Unclaimed Profile

James Joseph Healy

GLOBAL FOREST PARTNERS LP·LEBANON, New Hampshire

SIE, Series 7, Series 7TO, Series 63, Series 66Clean record5 years registeredGLOBAL FOREST PARTNERS LP

67 ETNA ROAD, LEBANON, NH 03766CRD# 2800048Firm CRD# 127064

Profile Verification

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

Identity

James Joseph Healy · LEBANON, NH

Registration

CRD #2800048 · GLOBAL FOREST PARTNERS LP · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GLOBAL FOREST PARTNERS LP

MORGAN STANLEY

Nov 2020 – Feb 2022

LEBANON, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · November 23, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GLOBAL FOREST PARTNERS LP

CRD 127064 · SEC 801-62203

AUM

$3.6B

Regulatory assets under management

Employees

18 client accounts

Services offered by GLOBAL FOREST PARTNERS LP

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GLOBAL FOREST PARTNERS LP →

Introduction

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Frequently Asked Questions

What services does James Joseph Healy offer?

James Joseph Healy specializes in Retirement Planning, Wealth Management.

What are James Joseph Healy's credentials?

James Joseph Healy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Joseph Healy located?

James Joseph Healy is based in LEBANON, New Hampshire, last registered with GLOBAL FOREST PARTNERS LP.

How does James Joseph Healy charge for services?

James Joseph Healy's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL FOREST PARTNERS LP?

GLOBAL FOREST PARTNERS LP has approximately 23 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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