Jeffrey Prunier
J. R. Prunier Capital Management · Holden, Massachusetts
Jeffrey Prunier is a fee-only financial advisor at J. R. Prunier Capital Management in Holden, Massachusetts, who holds the CFP credential. Jeffrey focuses on family wealth transfer, small business owners and retirement planning. J. R. Prunier Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | J. R. Prunier Capital Management |
|---|---|
| Based in | Holden, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $407.0M across 424 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 6601591 |
| Exams passed | Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.jrprunier.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Prunier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and J. R. Prunier Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, J. R. Prunier Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Prunier based?
Jeffrey Prunier is based in Holden, Massachusetts.
What does Jeffrey specialize in?
Jeffrey's specialties include family wealth transfer, small business owners, retirement planning and sustainable & impact investing. Jeffrey works with multi-generational families.
What credentials does Jeffrey Prunier hold?
Jeffrey Prunier holds the CFP credential.
Is Jeffrey Prunier registered with the SEC?
Yes. Jeffrey Prunier is registered as an investment adviser representative in MA and TX (CRD 6601591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does J. R. Prunier Capital Management manage?
J. R. Prunier Capital Management reports $407.0M across 424 accounts in assets under management.
How do I contact Jeffrey Prunier?
Through Jeffrey's website, www.jrprunier.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
- J. R. Prunier Capital Management 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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