JPM Marvel offers wealth management services, including wealth planning, transitions and life planning, and investment management. The services are designed to achieve clients' long-term financial vision.

JPM Marvel

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President

Joe Patton

Controller

Kellee Middlebrooks

Social Media Video Director

Luke Patton

Director of Research & Associate Portfolio Manager

Robert Stephenson

Director of Client Operations

Simon Howe

Head of Trading

David McCaffrey

Financial Planning Associate

Connor Demore

President, CEO

Joseph Patton

Joseph F. Patton

Founder & CEO

Management Consulting Companies With More Than $1M in Revenue (Top 10K)

East Coast Management Consulting Companies

United States Management Consulting Companies (Top 10K)

Boston Companies (Top 10K)

JP Marvel is an SEC-registered investment advisory firm.

Boston

Massachusetts

United States

North America

J. P. Marvel

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news impact assignment basic	general
public peers	general	Sep 25, 2024 8:08 PM	681f3872
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general	Sep 26, 2024 1:05 AM	e4b655c5
company summary	general
signals	general	Sep 25, 2024 8:08 PM	1f9c5f55
crunchbase trigger	general	Nov 22, 2024 7:44 AM	450ad0e7
crunchbase profile	general	Nov 22, 2024 10:45 AM	8aaa7bae
li profile	general
translate crunchbase fundingrounds	general	Nov 22, 2024 2:23 PM	eda14fe4
peers	general	Sep 25, 2024 8:08 PM	10377bd6
news basic	general	Sep 25, 2024 8:08 PM	790cdbd8
bundesanzeiger	filings
financials download nd	financials
private financials	financials

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JPM Marvel