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Jonathan Erik Mcgraw Bentley

Choate Investment Advisors

Boston, MA

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Current Employers
Choate Investment Advisors

Two International Place Suite 3000, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-29
TX RA APPROVED 2023-11-21
  • MA RA
    APPROVED
    Since 2024-07-29
  • TX RA
    APPROVED
    Since 2023-11-21

Branch Locations

Two International Place Suite 3000, Boston, MA 02110 • 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
Leerink Partners Llc Boston MA 06/2017 07/2019
Tetrem Capital Management Boston MA 10/2015 06/2017
Unemployed Wellesley MA 07/2019 01/2020
Lowell Blake & Associates Inc. Boston MA 01/2020 10/2023
Choate Investment Advisors Boston MA 10/2023 Present
  • 06/2017 → 07/2019
    Leerink Partners Llc
    Boston, MA
  • 10/2015 → 06/2017
    Tetrem Capital Management
    Boston, MA
  • 07/2019 → 01/2020
    Unemployed
    Wellesley, MA
  • 01/2020 → 10/2023
    Lowell Blake & Associates Inc.
    Boston, MA
  • 10/2023 → Present
    Choate Investment Advisors
    Boston, MA
Previous Registrations
  • 2020-06-30 → 2023-11-15
    Lowell Blake & Associates Inc.
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-08-21
  • S63 Uniform Securities Agent State Law Examination
    2017-08-21
Designations

View on SEC IAPD

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