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Leslie Warnick Kernan

Investment adviser representative at Boston Research and Management, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$676.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Boston Research and Management, Inc.May 2017 to now
  2. Boston CollegeSep 2016 to Aug 2017
  3. Jamspot, Inc.Jul 2013 to May 2017

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (MA).

Boston Research and Management, Inc.

$676.2MAssets managed
124Clients
6Advisers
35 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
7523715
Firm CRD
107643
Advisor's SEC record (opens in a new tab)
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