Investment adviser representative · J.M. Arbour, LLC
Miles T. Whitlock
CRD 6720366 · Gardiner, ME
At a glance
Miles T. Whitlock is an investment adviser representative with J.M. Arbour, LLC in Gardiner, ME, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Miles’s SEC record dates to 2016, about 9 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- J.M. Arbour, LLCSince June 2022Gardiner, ME · $183M in regulatory assets
SEC adviser record
- Registered since
- 2016 (9 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Miles’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at J.M. Arbour, LLC
- Jac M. ArbourGardiner · Certified Financial Planner, Chartered Financial Consultant
- Christopher CalvertGardiner
- Evan N. CampbellGardiner · Chartered Financial Analyst
- William S. CummingsGardiner
- Matthew T. GosselinGardiner
- James C. LowellGardiner
- Donald R. RiddleGardiner
- Nicholas J. SickingerGardiner
Every advisor at J.M. Arbour, LLC →J.M. Arbour, LLC: assets, clients and custodians →Financial advisors in Gardiner, ME →Every J.M. Arbour, LLC advisor in Gardiner →Advisor Moves: who changed firms this week →