Jonathan E. Mcgraw Bentley

CHOATE INVESTMENT ADVISORS

BOSTON, MA 02110

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CRD#: 6328707

Professional summary

Jonathan Erik Mcgraw Bentley is a registered financial advisor currently at CHOATE INVESTMENT ADVISORS located in Boston, Massachusetts.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 3 firms and has passed the Series 63, SIE, Series 87 and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Erik Mcgraw Bentley'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

November 21, 2023 - Present

CHOATE INVESTMENT ADVISORS

Office #1: Two International Place Suite 3000, Boston, MA 02110

RIA

CRD#: 106109

BOSTON, MA

Past

June 30, 2020 - November 15, 2023

LOWELL BLAKE & ASSOCIATES INC.

RIA

CRD#: 105127

BOSTON, MA

Past

October 16, 2017 - August 14, 2019

LEERINK PARTNERS LLC

CRD#: 39011

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".

CHOATE INVESTMENT ADVISORS

CHOATE INVESTMENT ADVISORS | CHOATE INVESTMENT ADVISORS LLC

CRD#: 106109 / SEC#: 801-53321

RIA

Registered Investment Advisory firm - (11/29/1996 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
(7/29/2024)

IAR

Texas
(11/21/2023)

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: 8/21/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 12/20/2017

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 10/16/2017

General Securities Representative Examination

Current Firm

CHOATE INVESTMENT ADVISORS

CHOATE INVESTMENT ADVISORS | CHOATE INVESTMENT ADVISORS LLC

CRD#: 106109 / SEC#: 801-53321

RIA

Registered Investment Advisory firm - (11/29/1996 Approved)

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Contact information

Main Address

Two International Place Suite 3000, Boston, MA 02110

Mailing Address

Phone number

(617) 973-4900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CIA ADV 2A OTAA 3.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,850
AUM (Assets Under Management)	$ 8,875,554,325

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/28/2025	Cover Page	Report
11/28/2023	Cover Page	Report
12/20/2022	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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Jonathan E. Mcgraw Bentley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Erik Mcgraw Bentley's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOWELL BLAKE & ASSOCIATES INC.

LEERINK PARTNERS LLC

Primary Firm SEC Registration

CHOATE INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 8/21/2017

SIE

Date: 10/1/2018

Series 87

Date: 12/20/2017

Series 7

Date: 10/16/2017

Current Firm

CHOATE INVESTMENT ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CHOATE INVESTMENT ADVISORS

TRUST BUT VERIFY

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