Todd Jundi is not listed as a control person, but directly owns under 5% of Welch & Forbes. Todd Jundi holds an Executive MBA from Whittemore School of Business at the University of New Hampshire. Todd Jundi studied at Boston University.
Welch & Forbes is an investment adviser based in Boston, MA, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, other investment advisers and individual clients. Its regulatory assets under management total $9.9 billion, as filed on 19 May 2026. Its fees, ownership and offices are on the firm’s profile.
Todd R. Jundi is Chief Compliance Officer of Welch & Forbes, with 32 years of investment industry experience. Prior to joining the firm in 2010, he was a manager in the Investment Management Regulatory Consulting practice at Deloitte & Touche. He also served as Director of Process Re-engineering at Investors Bank & Trust and held various management positions at MFS Investment Management. He is a member of the Valuation Committee, the Brokerage Committee and the Investment Committee.
- CRD
- 2400050
- Firm
- Welch & Forbes · CRD 115119
- Role
- Senior Vice President & Chief Compliance Officer
- In role since
- July 2015 · 11 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Boston, MA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- welchforbes.com
Where does Todd Jundi work?
Todd Jundi has been Senior Vice President & Chief Compliance Officer of Welch & Forbes LLC since July 2015.
How can I verify Todd Jundi’s record?
Todd Jundi’s role is listed on Welch & Forbes LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 115119.
