Elected Manager · Ballentine Partners
Jennifer M. Eaton
CRD 5203480 · Named on Form ADV at one SEC-registered adviser
At a glance
Ballentine Partners, an SEC-registered wealth manager based in Waltham, MA with $15.3 billion in regulatory assets, lists Jennifer M. Eaton on its Form ADV as Elected Manager, a control person.
Firms and roles
- Ballentine PartnersElected ManagerWealth manager · Waltham, MA · $15B in regulatory assets
AtlasMembers
Jennifer’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jennifer’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (13)
- Kyle J. SchafferElected Manager, Ballentine Partners
- Andrew J. McMorrowPresident, CEO, Elected Manager, Ballentine Partners
- Coventry Edwards-PittChief Creative Officer, Ballentine Partners
- John B. TubmanChief Operating Officer, Ballentine Partners
- Jayson S. DeangelisChief Development Officer, Ballentine Partners
8 more people named with Jennifer on the same filings, with titles and firms. Free in Atlas with a free account.
See all 13 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.