Best Investors Account Sign in

Jeffrey M. Forbes

J.P. Morgan Securities LLC

Boston, MA

Claim This Profile
Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-07-29
TX RA APPROVED 2016-05-26
NJ RA APPROVED 2016-05-20
  • CT RA
    APPROVED
    Since 2022-07-29
  • TX RA
    APPROVED
    Since 2016-05-26
  • NJ RA
    APPROVED
    Since 2016-05-20

Branch Locations

160 Federal Street, Boston, MA 02110 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Llc Brooklyn NY 04/2016 01/2020
J.P. Morgan Securities Llc Boston MA 01/2020 Present
Jpmorgan Chase Bank, N.A. Boston MA 11/2023 Present
  • 04/2016 → 01/2020
    Jpmorgan Securities Llc
    Brooklyn, NY
  • 01/2020 → Present
    J.P. Morgan Securities Llc
    Boston, MA
  • 11/2023 → Present
    Jpmorgan Chase Bank, N.A.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-10
S63 Uniform Securities Agent State Law Examination 2011-02-08
  • S66 Uniform Combined State Law Examination
    2016-05-10
  • S63 Uniform Securities Agent State Law Examination
    2011-02-08
Other Names
  • Jeffrey Michael Forbes
  • Jeff Colclough
  • Jeffrey M Forbes

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor