Jennifer A. Murphy

ADVANCED PORTFOLIO DESIGN

Lowell, MA

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CRD#: 6648418

Professional summary

Jennifer Anne Murphy, CFP® is a registered financial advisor currently at ADVANCED PORTFOLIO DESIGN, LLC located in Lowell, Massachusetts.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jennifer 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.

Business - Carol Hildebrand Non-investment related 51 Tally Ho Drive Dracut, MA Part time. Title - abstract researcher for family business 4 hours per month - not during trading hours Real estate title research and bookkeeping

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Anne Murphy's 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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

September 2, 2016 - Present

ADVANCED PORTFOLIO DESIGN, LLC

RIA

CRD#: 141727

Lowell, MA

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
(7/14/2025)

IAR

Louisiana
(4/25/2023)

IAR

Massachusetts
(9/2/2016)

IAR

New Hampshire
(9/2/2016)

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

IAR

Series 65

Date: 9/2/2016

Uniform Investment Adviser Law Examination

Current Firm

ADVANCED PORTFOLIO DESIGN, LLC

CRD#: 141727 / SEC#:

Florida

Registered Investment Advisory firm - (7/9/2025 Approved)

Louisiana

Registered Investment Advisory firm - (4/25/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (9/21/2006 Approved)

New Hampshire

Registered Investment Advisory firm - (11/6/2006 Approved)

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Contact information

Main Address

515 Groton Road Suite 201, Westford, MA 01886

Mailing Address

Phone number

(978) 850-4910

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	242
AUM (Assets Under Management)	$ 88,240,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/08/2025	Cover Page	Report
01/08/2025	Cover Page	Report
07/24/2023	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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Jennifer A. Murphy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Anne Murphy's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANCED PORTFOLIO DESIGN, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2016

Current Firm

ADVANCED PORTFOLIO DESIGN, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ADVANCED PORTFOLIO DESIGN, LLC

TRUST BUT VERIFY

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