Jean M. Deighan

BIRCHBROOK

BANGOR, ME 04401

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CRD#: 1649834

Professional summary

Jean Marguerite Deighan, who also goes by Jean M Deighan, Jean Marguerite Dieghan, is a registered financial advisor currently at BIRCHBROOK located in Bangor, Maine.

Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jean has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jean M Deighan | Jean Marguerite Dieghan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Marguerite Deighan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 11, 2002 - Present

BIRCHBROOK

Office #1: 455 Harlow Street, Bangor, ME 04401

RIA

CRD#: 105164

BANGOR, ME

Past

May 15, 1990 - August 4, 1994

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

Past

June 26, 1987 - May 22, 1990

WINSLOW INVESTMENT COMPANY

CRD#: 10158

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIRCHBROOK

BIRCHBROOK | DEIGHAN WEALTH ADVISORS | DEIGHAN ASSOCIATES INC

CRD#: 105164 / SEC#: 801-36582

RIA

Registered Investment Advisory firm - (5/11/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/29/2003)

IAR

Maine
(12/11/2002)

IAR

Massachusetts
(1/8/2014)

IAR

Texas
(1/27/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/13/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/20/1987

General Securities Representative Examination

Current Firm

BIRCHBROOK

BIRCHBROOK | DEIGHAN WEALTH ADVISORS | DEIGHAN ASSOCIATES INC

CRD#: 105164 / SEC#: 801-36582

RIA

Registered Investment Advisory firm - (5/11/1990 Approved)

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Contact information

Main Address

82 Columbia St, Bangor, ME 04401

Mailing Address

Phone number

(207) 990-1117

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIRCHBROOK FORM ADV PART 2A BROCHURE (10/20/2025)

Regulatory assets under management

Total Number of Accounts	803
AUM (Assets Under Management)	$ 258,958,621

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
02/28/2024	Cover Page	Report
03/29/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jean M. Deighan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Marguerite Deighan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRCHBROOK

ROBERT THOMAS SECURITIES, INC

WINSLOW INVESTMENT COMPANY

Primary Firm SEC Registration

BIRCHBROOK

State Registrations and Notice Filings

Exams

Series 63

Date: 2/13/1991

Series 7

Date: 6/20/1987

Current Firm

BIRCHBROOK

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIRCHBROOK

TRUST BUT VERIFY

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