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Eric Harrison Jostrom

Ipswich Investment Management Company, Inc

Beverly, MA

CRD 262381

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Employer firm

Ipswich Investment Management Company, Inc CRD 106625

$730M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Ipswich Investment Management Company, Inc

138 Conant Street, Suite 201, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2014-04-30
  • MA RA
    APPROVED
    Since 2014-04-30

Branch Locations

138 Conant Street, Suite 201, Beverly, MA 01915 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ipswich Investment Management Ipswich MA 01/2007 Present
  • 01/2007 → Present
    Ipswich Investment Management
    Ipswich, MA
Previous Registrations
  • 2000-01-01 → 2005-11-14
    Beacon Fiduciary Advisors Inc
    Boston, MA
Other Businesses

DIRECTOR, SCULLY SIGNAL CO. DIRECTOR, ICEMAN CAPITAL LTD

View on SEC IAPD

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