Jennifer Eastman
Birchbrook · Bangor, Maine
Jennifer Eastman is a fee-only financial advisor at Birchbrook in Bangor, Maine. Jennifer 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 |
| SEC registration | Investment adviser representative in FL, MA, ME, TX · CRD 7058869 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.birchbrook.com |
How Jennifer'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 Jennifer
Is Jennifer Eastman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer 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 Jennifer charge for financial advice?
Jennifer's firm, Birchbrook, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Eastman based?
Jennifer Eastman is based in Bangor, Maine.
What does Jennifer specialize in?
Jennifer's specialties include sustainable & impact investing and family wealth transfer. Jennifer works with multi-generational families.
Is Jennifer Eastman registered with the SEC?
Yes. Jennifer Eastman is registered as an investment adviser representative in FL, MA, ME and TX (CRD 7058869), 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 Jennifer Eastman?
Through Jennifer'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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