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J.M. FORBES & CO. LLP

BOSTON, MA · CRD 107422 · IAPD ↗ · 617-423-5705

$1.67BRegulatory AUM
5Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — J.M. FORBES & CO. LLP notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — J.M. FORBES & CO. LLP notice-filed in MT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — J.M. FORBES & CO. LLP notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.