John Beliveau has been Managing Director, Board Member of H. M. Payson & Co. since January 2015, is a control person of the firm and directly owns between 10% and 25% of it. John Beliveau holds a B.A. from Saint Anselm College and an M.B.A. from the University of Oregon.
H. M. Payson & Co. is a Portland, ME firm with $9.09B under management, 4,308 clients and 29 advisers across 3 offices, as of its March 2026 filing.
John S. Beliveau is Managing Director and Portfolio Manager of HM Payson. He chairs the Client Services Group, which includes the Financial Planning and Client Relationship Management Groups, and works with other board members on governance and strategic planning. He has been with HM Payson since 1999, and his experience also includes Manchester Capital Management, Wells Fargo and State Street Bank and Trust.
John Beliveau’s longest registration was 23 years at H.M. Payson (2002–2026).
- CorientAlso current– present · under a yearPortland, ME · Adviser representative · Firm CRD 319448
Professional designations
Listed by H. M. Payson & Co.
- CFA
- CFP®
Investment adviser representative registrations
John Beliveau is registered as an investment adviser representative in Maine, since August 2026.
- MaineSince 14 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 5 March 1999 |
| Series 7 | General Securities Representative Examination | 4 March 1999 |
| Series 2 | Non-Member General Securities Examination | 1 February 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 December 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 May 1990 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Non-Member General Securities Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Severin Beliveau
- CRD
- 2044870
- Firm
- H. M. Payson & Co. · CRD 2993
- Role
- Managing Director, Board Member
- Registration
- Investment adviser registration
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hmpayson.com
Where does John Beliveau work?
John Beliveau has been Managing Director, Board Member of H. M. Payson & Co. since January 2015, and is a control person of the firm.
Is John Beliveau a financial advisor?
Yes. John Beliveau has a current investment-adviser registration in Maine.
How many years of experience does John Beliveau have?
John Beliveau has 24 years in the financial industry, since October 2002, across 2 adviser firms.
What exams has John Beliveau passed?
John Beliveau has passed 5 licensing exams: the Series 6, Series 65, Series 2, Series 7 and Series 63. The earliest, the Series 6, was passed in May 1990.
Where was John Beliveau previously registered as an investment adviser?
John Beliveau has past investment-adviser registrations through H.M. Payson, October 2002 to August 2026, across 2 firms.
Is John Beliveau registered with FINRA?
No. John Beliveau has no current broker registration.
Is John Beliveau a CFP?
H. M. Payson & Co. lists John Beliveau with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Is John Beliveau a CFA charterholder?
H. M. Payson & Co. lists John Beliveau with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify John Beliveau’s record?
Search CRD 2044870 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Beliveau’s full registration record.
Peter RobbinsManaging Director, Chief Executive Officer, Chief Investment Officer & Board Member
Michael CurrieManaging Director, President & Board Member
Derek BlackburnChief Compliance Officer, Managing
Joel HarrisManaging Director
David HinesManaging Director & Director of Research
Daniel LayManaging Director, Board Member
Thomas PierceManaging Director- Margaret ReinfriedManaging Director, Board Member
William WeickertManaging Director