Jeffrey Kirkland Kerrigan

Employer firm

Congress Asset Management Company, LLP CRD 105161

$14.2B regulatory AUM 25 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Congress Asset Management Company, Llp

2 Seaport Lane, Boston, MA 02210-2001 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2017-11-07

MA RA
APPROVED

Since 2017-11-07

Branch Locations

2 Seaport Lane, Boston, MA 02210-2001 • 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
Century Capital Management, Llc	Boston	MA	03/2014	09/2017
Congress Asset Management Company, Llp	Cambridge	MA	09/2017	Present

03/2014 → 09/2017

Century Capital Management, Llc

Boston, MA
09/2017 → Present

Congress Asset Management Company, Llp

Cambridge, MA

Previous Registrations

2013-08-05 → 2013-11-05

Haber Trilix Advisors, Lp

Boston, MA
2012-10-08 → 2013-08-31

Ten Asset Management, Inc.

Ojai, CA

Other Businesses

Private Family Office, Investment Related, Board Member, Oversight of family office funds administration and general guidance, Cheyenne, WY, 1-2 Hrs/Month

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-10-05

S65 Uniform Investment Adviser Law Examination

2012-10-05

Designations

Chartered Financial Analyst

Other Names

Jeffrey Kerrigan

View on SEC IAPD