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Jacob D Kidder

Choate Investment Advisors

Boston, MA

CRD 5150898

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Employer firm

Choate Investment Advisors CRD 106109

$10.0B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Choate Investment Advisors

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-01-11
  • MA RA
    APPROVED
    Since 2022-01-11

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
Choate Investment Advisors, Llc Boston MA 10/2021 Present
Wellington Management Boston MA 06/2016 03/2020
Foster Dykema Cabot Waltham MA 03/2020 10/2021
  • 10/2021 → Present
    Choate Investment Advisors, Llc
    Boston, MA
  • 06/2016 → 03/2020
    Wellington Management
    Boston, MA
  • 03/2020 → 10/2021
    Foster Dykema Cabot
    Waltham, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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