# J. L. KAPLAN ASSOCIATES, LLC

J. L. KAPLAN ASSOCIATES, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 104669
- Type: SEC-registered investment adviser
- SEC file number: 801-11802
- Location: 222 BERKELEY STREET,STE 2010, BOSTON, MA, 02116
- Phone: 617-542-1655
- Latest filing: 2009-03-27
- Regulatory AUM: $312.3M
- Discretionary AUM: $312.3M
- Clients: 11
- Accounts: 169

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [MUNN WILLIAM DOUGLAS](https://search.stillhousedata.com/person/732423) | DIRECTOR | — |
| [FERRO DENNIS HENRY](https://search.stillhousedata.com/person/732424) | DIRECTOR | — |
| [KOONCE MICHAEL HOWARD](https://search.stillhousedata.com/person/738524) | CHIEF LEGAL OFFICER | — |
| [LAPPLE BARBARA ANN](https://search.stillhousedata.com/person/738525) | CHIEF COMPLIANCE OFFICER | — |
| [MOSS MATTHEW CHARLES](https://search.stillhousedata.com/person/738527) | CHIEF FINANCIAL OFFICER | — |
| [KAPLAN JAMES LAWRENCE](https://search.stillhousedata.com/person/758389) | PRESIDENT | — |
| [WEISMAN PAUL](https://search.stillhousedata.com/person/761865) | OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER; SHAREHOLDER | — |
| [WIEDENSKI REGINA BARBARA](https://search.stillhousedata.com/person/761866) | MEMBER; SHAREHOLDER | — |
| [KAPLAN JAMES](https://search.stillhousedata.com/person/777714) | PRESIDENT | — |
| [UTANO JAIME](https://search.stillhousedata.com/person/786420) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104669/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104669/similar
- Related entities: https://search.stillhousedata.com/firm/104669/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104669

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.