Jeffrey Charles Forsman

Current Employers

Forsman Financial Services

Rochdale, MA • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-02-03

MA RA
APPROVED

Since 2026-02-03

Branch Locations

Rochdale, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Forsman Financial Services Llc	Rochdale	MA	10/2025	Present
Jeffrey Forsman Cpa Inc	Rochdale	MA	05/2021	Present
Huntington Tax Partners Llc	Bedford	MA	11/2017	05/2021
Abrams Little Gill Loberfeld Pc	Chestnut Hill	MA	09/2012	11/2017

10/2025 → Present

Forsman Financial Services Llc

Rochdale, MA
05/2021 → Present

Jeffrey Forsman Cpa Inc

Rochdale, MA
11/2017 → 05/2021

Huntington Tax Partners Llc

Bedford, MA
09/2012 → 11/2017

Abrams Little Gill Loberfeld Pc

Chestnut Hill, MA

Other Businesses

1. Jeffrey Forsman CPA Inc; non-investment related; 286 Mill St. Worcester, MA 01602; Accounting; CPA; 05/2021; 120 hrs mo; Tax compliance and tax planning for individuals and small businesses.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-10

S65 Uniform Investment Adviser Law Examination

2025-07-10

Other Names

Jeffrey Forsman

View on SEC IAPD