Jac Arbour has been Managing Member/Chief Compliance Officer of J.M. Arbour since November 2016, is a control person of the firm and directly owns 75% or more of it. Jac Arbour holds a BA from Bowdoin College.
J.M. Arbour, LLC is a Gardiner, ME firm with $183M under management, 720 clients and 10 advisers across 4 offices, as of its March 2026 filing.
Jac Arbour is Founder and CEO of J.M. Arbour. He began his career in the financial services industry in 2007 and leads a team that creates financial and life plans. He is also founder and CEO of MasterFi, Inc., an AI-powered financial companion, and the author of four books and financial guides.
Jac Arbour’s longest registration was 6 years at Foundations Investment Advisors LLC (2016–2022). Before joining J.M. Arbour in 2022, Jac Arbour was registered through Foundations Investment Advisors LLC.
- Foundations Investment Advisors LLC– · 6 yearsHallowell, ME · Adviser representative · Firm CRD 175083
Professional designations
Listed by J.M. Arbour
- Chartered Financial Consultant®
- CERTIFIED FINANCIAL PLANNER® professional
Investment adviser representative registrations
Jac Arbour is registered as an investment adviser representative in 3 states. The first approvals date from June 2022; the most recent is Arizona, in July 2022.
- ArizonaSince 25 July 2022
- MaineSince 24 June 2022
- TexasSince 21 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 October 2015 |
| Series 7 | General Securities Representative Examination | 26 August 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jac Michael Arbour
- CRD
- 5332031
- Firm
- J.M. Arbour · CRD 313352
- Role
- Managing Member/Chief Compliance Officer
- Office
- 1 BRUNSWICK AVENUE, Gardiner, ME 04345
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jmarbour.com
Where does Jac Arbour work?
Jac Arbour has been Managing Member/Chief Compliance Officer of J.M. Arbour, LLC since November 2016, and is a control person of the firm.
Is Jac Arbour a financial advisor?
Yes. Jac Arbour has a current investment-adviser registration in Arizona, Maine and Texas, through J.M. Arbour since June 2022.
How many years of experience does Jac Arbour have?
Jac Arbour has 10 years in the financial industry, since January 2016, across 2 adviser firms.
What exams has Jac Arbour passed?
Jac Arbour has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in August 2007.
Where is Jac Arbour based?
Jac Arbour’s registered office is in Gardiner, ME.
Is Jac Arbour registered with FINRA?
No. Jac Arbour has no current broker registration.
Is Jac Arbour a CFP?
J.M. Arbour lists Jac Arbour with the CFP credential (“CERTIFIED FINANCIAL PLANNER® professional”) on its website. CFP Board confirms certification status.
How can I verify Jac Arbour’s record?
Search CRD 5332031 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jac Arbour’s full registration record.