Jared
Manville
Mayflower Advisors
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About this Advisor
Jared Manville is a financial advisor based in Boston, Massachusetts, working with Mayflower Advisors. Jared has previously held positions at Alpha Pension Group, Inc, Mayflower Advisors, Mma, and Greenleaf Advisors LLC. Jared has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Rhode Island. Currently, Jared is part of Mayflower Advisors, which operates out of Boston, Massachusetts. The firm has 3 offices and 28 employees. The firm manages assets totaling $4.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mayflower Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mayflower Advisors Brokerage Details
$4,688,875,503
28
2,361
$1,985,970
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jared Manville Work History
Mayflower Advisors
Greenleaf Advisors LLC
Alpha Pension Group, Inc
Mma
Disclosures
Please visit the SEC profile of Jared Manville 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 Mayflower Advisors
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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