Investment adviser representative · Penobscot Investment Management Company, Inc.
Jonathan R. Phillips
CRD 4583978 · Boston, MA
At a glance
Jonathan R. Phillips is an investment adviser representative with Penobscot Investment Management Company, Inc. in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jonathan’s SEC record dates to 2002, about 24 years ago.
Current advisory firm
- Penobscot Investment Management Company, Inc.Since October 2008Boston, MA · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jonathan’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
- 1 firmLocked
- 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
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.