Jason
Hughes

Pallas Capital Advisors, LLC

CRD#7134720
Investment Advisor
in Braintree, MA

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About this Advisor

Jason Hughes is a financial advisor working out of Braintree, Massachusetts who has 1 year of industry experience. Hughes is an advisor for Pallas Capital Advisors, LLC. Over the course of their career, Hughes has held roles at Watertown High School, Assumption College, Cantella & Co, Oakley Country Club, Triad Advisors LLC and Pallas Capital Advisors LLC. Hughes holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. Pallas Capital Advisors, LLC is a company operating out of Braintree, MA. The company has offices in four locations and a total of 22 advisors. It manages $2 billion in assets across its 2,675 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 2,675 client accounts, 38% are associated with high-net-worth clients who have greater than $1 million in investable assets. Pallas Capital Advisors, LLC provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on the services. However, fees charged by Pallas Capital Advisors, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184

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Pallas Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$1,539,021,289

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

22

MA Average: 118
Total Number of Accounts

2,675

MA Average: 4,567
Average Account Size

$575,335

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jason Hughes Work History

Jason has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Oakley Country Club

2020 - Present (4 years)

Triad Advisors LLC

2020 - Present (4 years)

Pallas Capital Advisors LLC

2019 - 2019 (< 1 year)

Cantella & Co

2016 - 2020 (4 years)

Assumption College

2012 - 2016 (4 years)

Watertown High School

*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 Jason Hughes 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 Pallas Capital Advisors, LLC

Adam Avila
Newport, RI
Jason Hughes
Braintree, MA
Jack Mccroken
Braintree, MA
Kristen Nunes
Braintree, MA
Gregory Boyle
Braintree, MA
Richard Mullen
Braintree, MA
Ryner Gorowsky
Braintree, MA
Garret Quillen
Newport, RI

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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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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