Jeff
Cashin
Mayflower Advisors
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About this Advisor
Jeff Cashin is a certified financial planner based in Boston, Massachusetts, who has 1 year of relevant experience. Cashin currently works for Mayflower Advisors. Over the course of their career, they have held roles at Mayflower Financial Advisors, LLC, Private Client Services, LLC and Fifth Third Private Bank. Cashin holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Mayflower Advisors is a financial advisory firm based in Boston, MA. It has offices in four locations and a total of 37 employees. It administers $1 billion in assets among its 2,311 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises 22 charitable organizations. Of its 2,311 accounts, 28% belong to high-net-worth investors who have more than $1 million in investable assets. Mayflower Advisors provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. However, fees charged by Mayflower Advisors likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mayflower Advisors Brokerage Details
$1,028,571,872
37
2,311
$445,077
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
Jeff Cashin Work History
Jeff has been registered as a financial advisor for 1 years.*
Mayflower Financial Advisors, LLC
Private Client Services, LLC
Fifth Third Private Bank
*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 Jeff Cashin 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 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.
