Eric Jostrom has been Chairman & Chief Investment Officer of Ipswich Investment Management since January 2007, is a control person of the firm and directly owns between 25% and 50% of it. Eric Jostrom holds a Bachelor of Science in Finance and Investments from Babson College.
Ipswich Investment Management Company, Inc. is a Beverly, MA firm with $730M under management, 268 clients and 6 advisers in one office, as of its March 2026 filing.
Eric H. Jostrom is Chairman and Chief Investment Officer of Ipswich Investment Management, based in Beverly, MA. He is also a Managing Director and a Member of the Investment Committee. Before joining the firm, he was a Managing Director and Member of the Investment Committee for BNY Trust Company (formerly Beacon Fiduciary Advisors). Earlier in his career he was a Research Analyst, Vice President, and Officer for Eaton & Howard (which became Eaton Vance).
Eric Jostrom’s longest registration is the current one, 12 years at Ipswich Investment Management since 2014. Before joining Ipswich Investment Management in 2014, Eric Jostrom was registered through Beacon Fiduciary Advisors Inc.
- – present · 12 yearsBeverly, MA · Adviser representative · Firm CRD 106625
- Beacon Fiduciary Advisors Inc– · 5 yearsBoston, MA · Adviser representative · Firm CRD 107201
Investment adviser representative registrations
Eric Jostrom is registered as an investment adviser representative in Massachusetts, since April 2014.
- MassachusettsSince 30 April 2014
Examinations
No examinations are on Eric Jostrom’s record.
- Full name
- Eric Harrison Jostrom
- CRD
- 262381
- Firm
- Ipswich Investment Management · CRD 106625
- Role
- Chairman & Chief Investment Officer
- Office
- 138 CONANT STREET, SUITE 201, Beverly, MA 01915
- Registration
- Investment adviser registration
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ipswichinvestment.com
Where does Eric Jostrom work?
Eric Jostrom has been Chairman & Chief Investment Officer of Ipswich Investment Management Company, Inc. since January 2007, and is a control person of the firm.
Is Eric Jostrom a financial advisor?
Yes. Eric Jostrom has a current investment-adviser registration in Massachusetts, through Ipswich Investment Management since April 2014.
How many years of experience does Eric Jostrom have?
Eric Jostrom has 18 years in the financial industry, since June 2008, across 2 adviser firms.
Where did Eric Jostrom work before Ipswich Investment Management?
Before Ipswich Investment Management, Eric Jostrom was registered through Beacon Fiduciary Advisors Inc, January 2000 to November 2005.
Where is Eric Jostrom based?
Eric Jostrom’s registered office is in Beverly, MA.
Is Eric Jostrom registered with FINRA?
No. Eric Jostrom has no current broker registration.
How can I verify Eric Jostrom’s record?
Search CRD 262381 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Jostrom’s full registration record.
- Patricia BowlinSenior Vice President & Managing Director
- Alexander ColbyPresident, CEO & Managing Director
- Karen DuntonAssistant Vice President
- David MacDougallSenior Vice President, Managing Director & Chief Compliance Officer
- James McCallSenior Vice President & Managing Director
- Janell PhillipsExecutive Vice President & Managing Director
- Albert TitcombExecutive Vice President & COO
- Molly MorinVP & CFO