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Jeffrey Lee Bernier

Partner / Chief Operating OfficerJ.m. Forbes & Co. LLPCRD 2224696

About Jeffrey Lee Bernier

Jeffrey Lee Bernier is listed as Partner / Chief Operating Officer at J.m. Forbes & Co. LLP in Boston, MA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of J.m. Forbes & Co. LLP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Lee Bernier work?

Jeffrey Lee Bernier is listed as Partner / Chief Operating Officer at J.m. Forbes & Co. LLP on SEC Form ADV.

How much of J.m. Forbes & Co. LLP does Jeffrey Lee Bernier own?

Form ADV reports a beneficial ownership band of 25-50%.

J.m. Forbes & Co. LLP

TitlePartner / Chief Operating Officer
Ownership25-50%
Control personYes
Since2015
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