Jennifer L. Eastman

BIRCHBROOK

Bangor, ME 04401

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CRD#: 7058869

Professional summary

Jennifer Lynn Eastman, who also goes by Jennifer L Eastman, is a registered financial advisor currently at BIRCHBROOK located in Bangor, Maine.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jennifer has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer L Eastman

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.

legal services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Eastman'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

May 21, 2019 - Present

BIRCHBROOK

Office #1: 82 Columbia St, Bangor, ME 04401

RIA

CRD#: 105164

Bangor, ME

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
(7/29/2019)

IAR

Maine
(6/28/2019)

IAR

Massachusetts
(8/21/2019)

IAR

Texas
(5/21/2019)

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: 5/20/2019

Uniform Investment Adviser Law 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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Jennifer L. Eastman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Lynn Eastman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIRCHBROOK

Primary Firm SEC Registration

BIRCHBROOK

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2019

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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