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Jonathan Erik McGraw bentley

Choate Investment Advisors

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About Jonathan Erik McGraw bentley

Jonathan McGraw bentley is a financial advisor registered with Choate Investment Advisors. Jonathan is a Chartered Financial Analyst and has been in the industry since 2017. Jonathan is currently registered with the state of Massachusetts as an Investment Advisor Representative and with the state of Texas as an Investment Advisor Representative. Jonathan has passed the Series 63, Series 7, Series 87, and SIE exams. Prior to working with Choate Investment Advisors, Jonathan worked with SVB Leerink LLC and Lowell Blake & Associates Inc.

Firm Information

Jonathan McGraw bentley 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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Jonathan McGraw bentley’s Registration & Firm History

MA

11/21/2023 - Present

Choate Investment Advisors (BOSTON MA)

MA

10/16/2017 - 08/14/2019

SVB LEERINK LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 08/21/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2017

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/16/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Erik McGraw bentley.
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