J.P. MARVEL INVESTMENT ADVISORS, INC.
Legal name: J.P. MARVEL WEALTH MANAGEMENT, INC.
CRD #144364 SEC #801-68042 BOSTON, MA 617-342-5600
SEC Registered
Total AUM
$680.2M
Discretionary
$680.2M
Employees
8
Clients
--
Accounts
117
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLEMENS, ROBERT, ORMAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACAFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACAFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACAFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACAFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MACAFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCAFFREY, DAVID, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOAN, HELEN | I | SECRETARY | NA | Control |
| PATTON, JOSEPH, F | I | PRESIDENT | NA | Control |
| PATTON, JOSEPH, F | I | PRESIDENT | NA | Control |
| PATTON, JOSEPH, F | I | PRESIDENT | NA | Control |
| PATTON, JOSEPH, F | I | PRESIDENT | NA | Control |
| PATTON, JOSEPH, F | I | PRESIDENT | NA | Control |
| PATTON, JOSEPH, F | I | PRESIDENT | NA | Control |
| PATTON, JOSEPH, F | I | PRESIDENT | NA | Control |
| PATTON, JOSEPH, F | I | PRESIDENT | NA | Control |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | Control |
| ROBERTS, JOEL, MANUEL | I | CHIEF OPERATING OFFICER | NA | Control |
| STEPHENSON, ROBERT, TRENT | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEPHENSON, ROBERT, TRENT | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEPHENSON, ROBERT, TRENT | I | CHIEF COMPLIANCE OFFICER | NA | |
| STEPHENSON, ROBERT, TRENT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| STEPHENSON, ROBERT, TRENT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| STEPHENSON, ROBERT, TRENT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| STEPHENSON, ROBERT, TRENT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| STEPHENSON, ROBERT, TRENT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| STEPHENSON, ROBERT, TRENT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| STEPHENSON, ROBERT, TRENT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| STEPHENSON, ROBERT, TRENT | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | PRESIDENT | E | Control |
| PATTON, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PATTON, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PATTON, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PATTON, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PATTON, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PATTON, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PATTON, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
| PATTON, JOSEPH, FRANCIS | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (4)
FL MA PA TX
Address
265 FRANKLIN STREETSUITE 902
BOSTON, MA 02110
United States
Phone: 617-342-5600