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Jacob D Kidder

Choate Investment Advisors

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About Jacob D Kidder

Jacob D. Kidder is an Investment Advisor Representative associated with Choate Investment Advisors. Jacob Kidder has been in the industry since 2015 and has a total of 0 exams. Jacob Kidder has been registered with FINRA since 2022. Jacob Kidder is registered in Massachusetts. Jacob Kidder has a designation of Chartered Financial Analyst. Choate Investment Advisors is a registered investment advisor. Choate Investment Advisors, LLC offers investment advisory services to individuals, families, and institutions. Choate Investment Advisors, LLC has approximately $7,496,939,369 in assets under management. The firm's main office is located in Boston, MA.

Firm Information

Jacob Kidder is currently registered with Choate Investment Advisors. Choate Investment Advisors is a Boston-based firm with 17 investment advisory professionals managing $7.5 billion in assets for individuals, charitable organizations, pooled investment vehicles, and corporations. The firm provides financial planning, portfolio management, publication of periodicals, and selection of other advisors.
Choate Investment Advisors

TWO INTERNATIONAL PLACE

BOSTON, MA 02110

$7.50B

Assets Under Management

3

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Kidder’s Registration & Firm History

MA

01/11/2022 - Present

Choate Investment Advisors (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob D Kidder.
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