Jim Matthew Gibbons
Investment adviser representative at High Pines Wealth Management LLC
31 yearsExperience
2 statesRegistered in
$184MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- High Pines Wealth Management LLCJun 2017 to now
- Strategic Advisers, Inc.Mar 2000 to May 2017
- Fidelity Brokerage Services, Inc.Oct 1995 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
High Pines Wealth Management LLC
$184MAssets managed
163Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2564337
- Firm CRD
- 285191