James
Jasinski
Cape Ann Capital, Inc
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About this Advisor
James Jasinski is a financial advisor who works in Manchester, Massachusetts who has 13 years of relevant experience. Jasinski is currently employed by Cape Ann Capital, Inc. They have spent their complete career at Cape Ann Capital, Inc. Jasinski maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Massachusetts. Cape Ann Capital, Inc is a financial advisory business operating out of Manchester, MA. The company has offices in two locations and just three people on staff. It manages $167 million in total assets between its 545 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 545 customer accounts, 16% belong to high-net-worth clients who have greater than $1 million in assets. Cape Ann Capital, Inc offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees usually vary depending on the type of services. Fees charged by Cape Ann Capital, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cape Ann Capital, Inc Brokerage Details
$166,860,673
3
545
$306,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Jasinski Work History
James has been registered as a financial advisor for 13 years.*
Cape Ann Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Jasinski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cape Ann Capital, Inc
Manchester, MA
Manchester, MA
South Hamilton, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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