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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kirkland Kerrigan is a financial advisor registered with the state of Massachusetts. Jeffrey is associated with Congress Asset Management Company, LLP in the state of Massachusetts. Jeffrey has been in the industry since December 13, 1994. Jeffrey is also a Chartered Financial Analyst. Jeffrey's firm offers services such as investment advisory, portfolio management, and financial planning for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
11/07/2017 - Present
Congress Asset Management Company, LLP (BOSTON MA)
IA
Issued 10/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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