PE
Paul Elias
J.M. FORBES & CO. LLP
Boston, MA 02108
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CRD#: 5051789
PE
Professional summary
Paul Elias is a registered financial advisor currently at J.M. FORBES & CO. LLP located in Boston, Massachusetts.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Paul has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.TRUSTEE OF THE 32R ESSEX ST. REALTY TRUST. AS SUCH I MANAGE A SMALL COMMERCIAL BUILDING AT 32R ESSEX ST., CAMBRIDGE, MA WITH NINE TENANTS. THIS REPRESENTS A FOUR-HOUR PER MONTH TIME COMMITMENT, NOT DURING SECURITIES TRADING HOURS. I ORDER ALL SUPPLIES, MAKE ALL PAYMENTS, AND PREPARE TAX REPORTING FOR THE BUSINESS. THIS BUSINESS IS NOT INVESTMENT-RELATED. I HAVE BEEN INVOLVED IN THE COMPANY FOR FIVE YEARS, SINCE ITS FORMATION.
2.TREASURER AND 50% OWNER OF PERFORMANCE DESIGN, INC., AN S-CORP LOCATED AT 32R ESSEX ST., CAMBRIDGE, MA WHICH DEVELOPS AND SELLS TRAINING PROGRAM MATERIALS TO THE INTERNATIONAL PHARMACEUTICAL INDUSTRY FOR TRAINING OF SALES FORCES. EIGHT HOURS PER MONTH TIME COMMITMENT, NOT DURING SECURITIES TRADING HOURS. I ISSUE ALL CHECKS, RECEIVE ALL PAYMENTS, AND MANAGE THE BOOKKEEPER IN ROUTINE MATTERS AND TAX REPORTING. THIS BUSINESS IS NOT INVESTMENT-RELATED. I HAVE BEE
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 21, 2005 - Present
J.M. FORBES & CO. LLP
Office #1: 121 Mount Vernon Street, Boston, MA 02108RIA
CRD#: 107422
Boston, MA
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".
JF
J.M. FORBES & CO. LLP
FORBES J M & CO | J.M. FORBES & CO. LLP
CRD#: 107422 / SEC#: 801-2252
RIA
Registered Investment Advisory firm - (5/6/1960 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
Massachusetts(10/21/2005)
IAR
Texas(8/7/2007)
Current Firm
JF
J.M. FORBES & CO. LLP
FORBES J M & CO | J.M. FORBES & CO. LLP
CRD#: 107422 / SEC#: 801-2252
RIA
Registered Investment Advisory firm - (5/6/1960 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 Mount Vernon Street, Boston, MA 02108
Mailing Address
Phone number
(617) 423-5705
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,021 |
| AUM (Assets Under Management) | $ 1,429,917,306 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/17/2025 | ||
| 06/13/2024 | ||
| 03/30/2023 | ||
| 11/09/2022 |
Red Flags
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Company Information
J.M. FORBES & CO. LLP
CRD#: 107422Boston, MA 02108TRUST BUT VERIFY
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