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John Sommers Jr.

Executive Chair, Director at Income Research + Management

Officer record from the firm’s Form ADVForm ADV filed 24 August 2026

John Sommers Jr. is Executive Chair, Director of Income Research + Management, a Boston investment adviser.

Role at Income Research + Management

Title on Schedule A
Executive Chair, Director
Control
John Sommers Jr. is a control person of Income Research + Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
John Sommers Jr. has held the filed role since January 2020.

The firm

Income Research + Management
Boston, MA

Form ADV filed 24 August 2026

$131B AUM937 clients63 advisers1 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for John Sommers Jr. is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
John Sommers Jr.
CRD
1410206
Firm
Income Research + Management
Record basis
Form ADV officer listing
Firm bio
incomeresearch.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

IR+M identifies Jack Sommers as co-founder and executive chair and says he co-founded the firm in 1987. The firm’s leadership page also lists Jack Sommers in that role. Official firm biography page

Education

Common questions

Where does John Sommers Jr. work?

John Sommers Jr. has been Executive Chair, Director of Income Research + Management since January 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 August 2026

Leadership at Income Research + Management

  • William O'Malley
    Chief Executive Officer, Director
  • Erinn King
    President
  • Meghan Driscoll
    Chief Financial Officer, Co-Head of Client Team
  • Mark D'Alfonso
    Chief Operating Officer
  • Richard Kizik
    Chief Compliance Officer
  • Matthew Cannata
    General Counsel, Secretary
  • Massimo Desantis
    Senior Portfolio Manager, Co-Director of Portfolio Management
  • Deborah Goldstein
    Director
  • James Gubitosi
    Co-Chief Investment Officer
  • Sarah Kilpatrick
    Chief of Staff
  • William Lawrence
    Director
  • Michael Miles
    Director
  • William O'Neill
    Senior Portfolio Manager, Co-Director of Portfolio Management
  • Michael Sheldon
    Co-Chief Investment Officer
  • Elizabeth Taylor
    Director
  • Dune Thorne
    Director

Sources

  1. IAPD individual lookup, CRD 1410206. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Income Research + Management, filed 24 August 2026. Title, control and ownership bands.
  3. Income Research + Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with John Sommers Jr. or Income Research + Management and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.