Inactive

Michelle Roberge

J&M Investments, LLC

Claim This Profile

Current Employers

J&M Investments, Llc

16 Salmon Street, Manchester, NH 03045 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2022-01-19

NH RA
APPROVED

Since 2022-01-19

Branch Locations

16 Salmon Street, Manchester, NH 03045 • 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
Karr & Boucher, Pllc	Manchester	NH	11/2014	Present
J&M Investments, Llc	Manchester	NH	09/2021	Present

11/2014 → Present

Karr & Boucher, Pllc

Manchester, NH
09/2021 → Present

J&M Investments, Llc

Manchester, NH

Other Businesses

Certified Public Accountant

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-11-04

S65 Uniform Investment Adviser Law Examination

2021-11-04

View on SEC IAPD

Other Firms

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

EAGLE STRATEGIES LLC

UBS FINANCIAL SERVICES INC.

AMERICAN WEALTH PROTECTION FINANCIAL, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

LEGACY FINANCIAL SOLUTIONS, INC.

PREPUBLIC EQUITY PARTNERS

Other Investors

DIANE DUSTICK MURPHY

JESSE E BURNETT

Stacey L Girard

CHARLES ALEXANDER DUNLAP

SETH PATRICK MCNALLY

JOSEPH BOYD CARTIER

Other Offices

MORGAN STANLEY · Manchester, NH

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Manchester, NH

EAGLE STRATEGIES LLC · MANCHESTER, NH

UBS FINANCIAL SERVICES INC. · MANCHESTER, NH

EAGLE STRATEGIES LLC · MANCHESTER, NH

EAGLE STRATEGIES LLC · MANCHESTER, NH

AMERICAN WEALTH PROTECTION FINANCIAL, LLC · MANCHESTER, NH

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Manchester, NH

More in Manchester, NH

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor