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Senior Vice President & Chief Compliance Officer · Welch & Forbes LLC

Todd R Jundi

CRD 2400050 · Named on Form ADV at one SEC-registered adviser

At a glance

Welch & Forbes LLC, an SEC-registered wealth manager based in Boston, MA with $9.9 billion in regulatory assets, lists Todd R Jundi on its Form ADV as Senior Vice President & Chief Compliance Officer.

Firms and roles

  • Welch & Forbes LLCSenior Vice President & Chief Compliance OfficerWealth manager · Boston, MA · $9.9B in regulatory assets

AtlasMembers

Todd’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.