TrueAdvisor
TrueAdvisor
JT
JT

Jeffrey Robert Thompson

Donoghue Forlines LLC
27 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Donoghue Forlines LLC
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$55.5M average
Assets Under Management
$388.6M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Location

One International Place, Suite 310, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Donoghue Forlines LLC
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
W.E. Donoghue & CO., INC
May 1998 - December 2016 · 18 yrs 7 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.