Jason Circelli, financial advisor Boston MA

Jason Circelli

CRD Number: 6981502
Current Firm: Amundi Asset Management Us, Inc.

Jason Circelli (CRD# 6981502) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has over 4 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Amundi Pioneer Asset Management, Inc. Boston, MA Jul 2019 - Current 3
Dcm Advisors New York, NY Jun 2018 - May 2019 < 1
Rpmaum Great Falls, VA Oct 2015 - Jun 2018 2
Unemployment Fairfield, CT Sep 2015 - Jun 2018 2
Village Hardware New Fairfield, CT Sep 2014 - Jul 2015 < 1
Sliver Spring Country Club Ridgefield, CT Feb 2011 - Aug 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Jason Circelli
Phone Number: 617-422-4700
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    100,932
    MILLIONS
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $458,780,641
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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