Claim Profile
JM

Jessica Lee Murray

ARBORETUM INVESTMENT ADVISORS, LLC·PORTSMOUTH, New Hampshire
Unclaimed Profile
100 ARBORETUM DRIVE, PORTSMOUTH, NH 03801CRD# 4675076Firm CRD# 285753
01

About

Jessica Lee Murray is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with ARBORETUM INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ARBORETUM INVESTMENT ADVISORS, LLC
ARBORETUM INVESTMENT ADVISORS, LLC
AUM
$45M
Regulatory assets under management
Employees
18
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4675076
Firm CRD# 285753
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORTSMOUTH?

Browse all registered financial advisors in PORTSMOUTH, New Hampshire or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jessica Lee Murray offer?
Jessica Lee Murray specializes in Retirement Planning. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Jessica Lee Murray's credentials?
Jessica Lee Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Lee Murray located?
Jessica Lee Murray is based in PORTSMOUTH, New Hampshire, working with ARBORETUM INVESTMENT ADVISORS, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does Jessica Lee Murray charge for services?
Jessica Lee Murray'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 ARBORETUM INVESTMENT ADVISORS, LLC?
ARBORETUM INVESTMENT ADVISORS, LLC has approximately 18 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty