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Jim Matthew Gibbons

High Pines Wealth Management LLC

Duxbury, MA

CRD 2564337

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Employer firm

High Pines Wealth Management LLC CRD 285191

$184M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
High Pines Wealth Management Llc

40 Tremont Street Suite 62, Duxbury, MA 02332 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-29
MA RA APPROVED 2017-06-02
  • TX RA
    APPROVED_RES
    Since 2021-11-29
  • MA RA
    APPROVED
    Since 2017-06-02

Branch Locations

40 Tremont Street Suite 62, Duxbury, MA 02332 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services, Inc. Boston MA 10/1995 05/2017
Strategic Advisers, Inc. Boston MA 03/2000 05/2017
High Pines Wealth Management Llc Duxbury MA 06/2017 Present
  • 10/1995 → 05/2017
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 03/2000 → 05/2017
    Strategic Advisers, Inc.
    Boston, MA
  • 06/2017 → Present
    High Pines Wealth Management Llc
    Duxbury, MA
Previous Registrations
Other Businesses

NON­VARIABLE INSURANCE non-INVESTMENT RELATED ­TIME SPENT 5 HOURS PER MONTH/2 HOURS DURING TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-29
S63 Uniform Securities Agent State Law Examination 1995-06-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-29
  • S63 Uniform Securities Agent State Law Examination
    1995-06-19
Other Names
  • James M Gibbons
  • James Matthew Gibbons
  • James Matthew Gibbons
  • James Matthew Gibbons

View on SEC IAPD

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RAYMOND KEVIN MORRIS
RICHARD SCOTT WHELPLEY
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Nearby Offices

LPL FINANCIAL LLC · DUXBURY, MA
LPL FINANCIAL LLC · DUXBURY, MA
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