Role at Ballentine Partners
- Title on Schedule A
- Chief Wealth Advisory Officer
- Control
- Jennifer Christian Murtie is a control person of Ballentine Partners.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Jennifer Christian Murtie has held the filed role since January 2025.
The firm
Form ADV filed 23 September 2026
Career on record
Jennifer Christian Murtie has been registered through Ballentine Partners since November 2019.
- Ballentine PartnersCurrent– present · 7 yearsWaltham, MA · Adviser representative · Firm CRD 152802
- Passed Series 65 · 2019
Registrations and exams
Jennifer Christian Murtie has a current investment-adviser registration in Florida, Massachusetts and New Hampshire and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Florida | Investment adviser representative | Approved | 21 November 2019 |
| Massachusetts | Investment adviser representative | Approved | 7 November 2019 |
| New Hampshire | Investment adviser representative | Approved | 7 November 2019 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Jennifer Christian Murtie
- CRD
- 6155714
- Registration status
- Investment adviser registration
- Office
- 230 Third Avenue, Waltham, MA 02451
- Firm bio
- ballentinepartners.com
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Background
Ballentine Partners’ team page lists Jennifer Christian Murtie as its Chief Wealth Advisory Officer and a member of the Board of Managers. Official firm biography
Common questions
Where does Jennifer Christian Murtie work?
Jennifer Christian Murtie has been Chief Wealth Advisory Officer of Ballentine Partners, LLC since January 2025, and is a control person of the firm.
Is Jennifer Christian Murtie a financial advisor?
Yes. Jennifer Christian Murtie has a current investment-adviser registration in Florida, Massachusetts and New Hampshire, through Ballentine Partners since November 2019, as of 18 October 2026.
How many years of experience does Jennifer Christian Murtie have?
Jennifer Christian Murtie has worked in the financial industry for 6 years as of 18 October 2026, counted from 6 November 2019, across 1 adviser firm.
What exams has Jennifer Christian Murtie passed?
Jennifer Christian Murtie passed the Series 65 in November 2019.
Where is Jennifer Christian Murtie based?
Jennifer Christian Murtie’s registered office is in Waltham, MA.
Leadership at Ballentine Partners
- Andrew McMorrowPresident, CEO, Elected Manager
- William TickleChief Financial Officer
- John TubmanChief Operating Officer
- Sean ClearyChief Compliance Officer
- Christopher ChandlerChief Investment Officer
- Peter ChiappinelliChief Investment Officer
- Jayson DeangelisChief Development Officer
- Jennifer EatonElected Manager
- Coventry Edwards-PittChief Creative Officer
- Laurie GabrielElected Manager
- Stephen HopkinsChairman, Elected Manager
- Kyle SchafferElected Manager
- Mark WilliamsonElected Manager