Jean Deighan
Birchbrook · Bangor, Maine
Jean Deighan is a fee-only financial advisor at Birchbrook in Bangor, Maine, who holds the CFP credential. Jean focuses on sustainable & impact investing and family wealth transfer. Birchbrook reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Birchbrook |
|---|---|
| Based in | Bangor, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $296.5M across 863 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, ME, TX · CRD 1649834 |
| Exams passed | Series 63 (1991) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.birchbrook.com |
How Jean's firm compares
- Birchbrook's average account is about $344,000, from its Form ADV (assets managed divided by 863 accounts).
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Questions about Jean
Is Jean Deighan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jean holds no broker registration, and Birchbrook reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jean charge for financial advice?
Jean's firm, Birchbrook, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jean Deighan based?
Jean Deighan is based in Bangor, Maine.
What does Jean specialize in?
Jean's specialties include sustainable & impact investing and family wealth transfer. Jean works with multi-generational families.
What credentials does Jean Deighan hold?
Jean Deighan holds the CFP credential.
Is Jean Deighan registered with the SEC?
Yes. Jean Deighan is registered as an investment adviser representative in MA, ME and TX (CRD 1649834), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birchbrook manage?
Birchbrook reports $296.5M across 863 accounts in assets under management.
How do I contact Jean Deighan?
Through Jean's website, www.birchbrook.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Birchbrook website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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