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Joseph Francis Patton

J.P. Marvel Wealth Management, Inc.

Boston, MA

CRD 358081

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Employer firm

J.p. Marvel Wealth Management, Inc. CRD 144364

$821M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters

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

Current Employers
J.P. Marvel Wealth Management, Inc.

265 Franklin Street Suite 902, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2010-05-14
  • TX RA
    APPROVED_RES
    Since 2010-05-14

Branch Locations

265 Franklin Street, Boston, MA 02116 • 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
J.P. Marvel Investment Advisors, Inc. Boston MA 10/2007 Present
  • 10/2007 → Present
    J.P. Marvel Investment Advisors, Inc.
    Boston, MA
Other Businesses

YOSEMITE VALLEY, LLC; RENTAL OF RESIDENTIAL REAL ESTATE; BOSTON, MA; MEMBER; APPROXIMATELY 25% OF MY TIME PER MONTH.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-11-06
  • S63 Uniform Securities Agent State Law Examination
    1986-11-06

View on SEC IAPD

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