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Jennifer Taylor Ireland

Pathstone

Englewood, NJ

Boston, MA

CRD 5269918

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Employer firm

Pathstone CRD 151736

$110B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Pathstone

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-12
  • MA RA
    APPROVED
    Since 2026-08-12

Branch Locations

10 Sterling Blvd Suite 402, Englewood, NJ 07631 • United States

24 Federal Street 8Th Floor, 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
Pathstone Boston MA 01/2016 Present
Other Businesses

Wawenock Golf Club, Treasurer. Serve on the board at a municipal golf course, began in 2019. Devote 5-6 hours pers month. None during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-02
  • S65 Uniform Investment Adviser Law Examination
    2026-04-02
Other Names
  • Jennifer T Ireland
  • Jennifer Ireland

View on SEC IAPD

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