Inactive

Timothy Michael Jarry

Prime Buchholz LLC

CRD 7526839

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Employer firm

Prime Buchholz LLC CRD 106455

$14.1B regulatory AUM 158 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Pension consulting
Selection of other advisers
GENERAL INVESTMENT CONSULTING-INVESTMENT PROGRAM DESIGN,ASSET ALLOC, MGR SEARCH/EVAL, PERFORMANCE MONITORING,REPORTING&ANALYTICS

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

Current Employers

Prime Buchholz Llc

273 Corporate Drive, Suite 250, Portsmouth, NH 03801 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-03-31

TX RA
APPROVED_RES

Since 2023-03-31

Branch Locations

273 Corporate Drive, Suite 250, Portsmouth, NH 03801 • 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
Prime Buchholz Llc	Portsmouth	NH	06/2021	Present
College Of The Holy Cross	Worcester	MA	01/2004	03/2020
St. John's High School	Shrewsbury	MA	05/2020	05/2021

06/2021 → Present

Prime Buchholz Llc

Portsmouth, NH
01/2004 → 03/2020

College Of The Holy Cross

Worcester, MA
05/2020 → 05/2021

St. John's High School

Shrewsbury, MA

Designations

Chartered Financial Analyst

View on SEC IAPD

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