James Lockwood Bosland

Employer firm

Appleton Partners, Inc. CRD 110049

$12.6B regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2001 → Present
  Appleton Partners, Inc.
  Boston, MA

Previous Registrations

• 2014-04-15 → 2017-12-31
  Appleton Partners, Inc.
  Boston, MA
• 2000-04-26 → 2002-12-31
  Wainwright Asset Management Llc
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-06-16

Designations

• Chartered Financial Analyst

Other Names

• Jim Bosland