Reported as registered
J.P. MARVEL WEALTH MANAGEMENT, INC.
CRD 144364 · SEC 801-68042
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
803 sourced firms · query 104 ms
Reported as registered
J.R. PRUNIER CAPITAL MANAGEMENT LLC
CRD 321026 · SEC 801-132427
HOLDEN, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
J2 VENTURES ADVISORS, LLC
CRD 317140 · SEC 802-125908
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
JANUARY VENTURES GP, LLC
CRD 317546 · SEC 802-136193
WELLESLEY HILLS, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
JCM FUND MANAGER, LLC
CRD 173656 · SEC 802-111708
PLYMOUTH, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JMC MANAGEMENT, LLC
CRD 169235 · SEC 801-108085
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
JNR EQUITY FUND I MANAGER LLC
CRD 324939 · SEC 802-130900
WALTHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
JNR EQUITY FUND II MANAGER LLC
CRD 336845 · SEC 802-135529
WALTHAM, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHCM (USA) INC
CRD 167596 · SEC 801-78083
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
CRD 105790 · SEC 801-8124
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
CRD 174433 · SEC 801-80927
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JOHN HANCOCK VARIABLE TRUST ADVISERS LLC
CRD 16009 · SEC 801-28947
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
JONES STREET INVESTMENT PARTNERS, LLC
CRD 312542 · SEC 802-121124
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
JULEX CAPITAL MANAGEMENT
CRD 166053 · SEC 801-106823
NATICK, MA
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
JUVIA GROUP, L.P.
CRD 343813 · SEC 802-137181
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KALEIDOSCOPE CAPITAL
CRD 282159 · SEC 801-110304
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KANAME CAPITAL, L.P.
CRD 300565 · SEC 801-117074
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KASTEL CAPITAL ADVISORS, LLC
CRD 226520 · SEC 801-117355
WELLESLEY, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KEENAN FINANCIAL
CRD 285673 · SEC 801-129000
BOSTON, MA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
KELLY FINANCIAL SERVICES LLC
CRD 291996 · SEC 801-112431
BRAINTREE, MA
Source release August 3, 2026 · retrieved August 18, 2026