ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Boston
4yrs

Bracken Hendricks

Financial advisor at J.M. Forbes & Co.

Based in Boston, Massachusetts, Bracken Hendricks is a fiduciary financial advisor with 4 years of industry experience. Bracken has been with J.M. Forbes & Co. since 2022. J.M. Forbes & Co. offers investment management and is paid through a percentage of assets and flat fees.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02108Fiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office121 Mount Vernon Street, Boston, MA 02108
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.44 million
Advisors at the firm8
States licensed ?1 state

Services through J.M. Forbes & Co.

Investment management for individuals and small businessesInvestment management for businesses and institutionsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 2022 – now

Questions to ask Bracken

Tailored to Bracken’s registration and firm.

  1. Where would my money be held, and will I get statements directly from that firm?
  2. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Bracken

How do I contact Bracken?

Call J.M. Forbes & Co. at (617) 423-5705 and ask for Bracken Hendricks. Bracken works from the Boston, MA office.

How long has Bracken been a financial advisor?

Bracken has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Bracken hold?

Series 65. Tap any license on this page to see what it allows.

Is Bracken a fiduciary?

Bracken is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Bracken paid?

J.M. Forbes & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Bracken for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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