Jason
Duguay

Flagship Harbor Advisors, LLC

CRD#4991208
Investment Advisor
in Boston, MA

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About this Advisor

Jason Duguay is a financial advisor based in Boston, Massachusetts, working with Flagship Harbor Advisors, LLC. Jason has previously held positions at Flagship Harbor Advisors, LLC and Lpl Financial LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Jason is part of Flagship Harbor Advisors, LLC, which operates out of Boston, Massachusetts. The firm has 36 offices and 58 employees. The firm manages assets totaling $2.4 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, selection of other advisers, and educational seminars. The fee structure at Flagship Harbor Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

346 Commercial Street
Boston, MA 02109

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Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$2,448,936,619

MA Average: $16,012,751,954
Total Number of Employees

58

MA Average: 118
Total Number of Accounts

12,625

MA Average: 4,567
Average Account Size

$193,975

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jason Duguay Work History

2013 - Present (11 years)

Flagship Harbor Advisors, LLC

2013 - Present (11 years)

Lpl Financial LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jason Duguay 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 Flagship Harbor Advisors, LLC

Kyle Hurley
Boston, MA
Nathan Waller
Yarmouth, ME
Steven Bruce
Boston, MA
Kelsey Strait
Boston, MA
Dwayne Hall
Boston, MA
Daria Grady
Boston, MA
Timothy Wyand
Yarmouth, ME
Adam Bateman
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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