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JG

Jacob Girard

GIRARD CAPITAL MANAGEMENT
WESTBOROUGH, MA 01581
CRD#: 8180661
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JG
Jacob GirardGIRARD CAPITAL MANAGEMENT

Professional summary

Jacob Girard is a registered financial advisor currently at GIRARD CAPITAL MANAGEMENT located in Westborough, Massachusetts.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jacob has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Jacob Girard'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®
None

Experience

Current

January 2, 2026 - Present

GIRARD CAPITAL MANAGEMENT

Office #1: 1900 Park West Drive Suite 280, Westborough, MA 01581
RIA
CRD#: 333846
WESTBOROUGH, 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
Massachusetts
(1/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2024
Uniform Investment Adviser Law Examination

Current Firm

GC
GIRARD CAPITAL MANAGEMENT
GIRARD CAPITAL MANAGEMENT | GIRARD CAPITAL MANAGEMENT LLC

CRD#: 333846 / SEC#:

Massachusetts
Registered Investment Advisory firm - (5/12/2025 Approved)
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Contact information

Main Address
1900 Park West Drive Suite 280, Westborough, MA 01581
Mailing Address
Phone number
(508) 320-7646
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts6
AUM (Assets Under Management)$ 1,218,068

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.

Company Information

GIRARD CAPITAL MANAGEMENT

CRD#: 333846Westborough, MA 01581

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