Jeffery
Sutton

Commonwealth Financial Network

CRD#2686107
Investment Advisor
in Burlington, MA

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About this Advisor

Jeffery Sutton is a certified financial planner operating in Burlington, Massachusetts with 5 years of industry experience. Sutton is an employee of Commonwealth Financial Network. Over the course of their career, Sutton has held roles at The Kraematon Group, Inc, Donegal Securities, Inc, Donegal Insurance Agency, Inc, Donegal Investment Advisors, Inc and Commonwealth Financial Network. Sutton holds a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in Massachusetts. Commonwealth Financial Network is a company that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in assets between its 585,629 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management largely are based on which services are offered. However, fees charged by Commonwealth Financial Network most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1 Van De Graaff Drive Suite 500
Burlington, MA 01803

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

MA Average: 118
Total Number of Accounts

585,629

MA Average: 4,567
Average Account Size

$249,965

MA Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffery Sutton Work History

Jeffery has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Commonwealth Financial Network

1998 - Present (26 years)

The Kraematon Group, Inc

2012 - 2018 (6 years)

Donegal Investment Advisors, Inc

2004 - 2019 (15 years)

Donegal Securities, Inc

2004 - 2019 (15 years)

Donegal Insurance Agency, Inc

*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 Jeffery Sutton 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 Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Blake Asbury
Alpharetta, GA
Alejandro Biagiotti
Bedford, NH
Samuel Rich
Waltham, MA
Jason Wright
Saint George, UT
Laura Clem
San Diego, CA
John Cronin
East Syracuse, NY
Sviatlana Maslava
New York, NY

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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