BH
Bracken Hendricks
J.M. FORBES & CO. LLP
Boston, MA 02108
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CRD#: 7527795
BH
Professional summary
Bracken Hendricks is a registered financial advisor currently at J.M. FORBES & CO. LLP located in Boston, Massachusetts.
Bracken is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bracken 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.
Mr. Hendricks is the Co-founder, President & CEO of Urban Energy Advisors, LLC and Ingenuity Power, LLC (d/b/a) "Urban Ingenuity". He currently serves as owner and managing partner. Mr. Hendricks spends approximately 10 hours a week at Urban Ingenuity. Urban Ingenuity is located at 1203 K ST. N.W. Washington, DC 20005. Urban Ingenuity is not a regulated financial service provider. However, it is involved in supporting the financing and development of clean energy projects and in advising public finance programs for energy efficiency on strategy and administration.
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
June 21, 2022 - 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(6/21/2022)
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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