Jethro Kollie (CRD# 6600770) is an Investment Advisor Representative working at Beck Bode LLC in Dedham, MA and has over 7 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beck Bode, LLC | Dedham, MA | Apr 2019 - Current | 5 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Feb 2016 - Current | 8 |
| Penn Mutual Life Insurance Co | Horsham, PA | Aug 2015 - Current | 8 |
| Concord Wealth Management | Newton, MA | Jul 2015 - Apr 2019 | 3 |
| Uber | Boston, MA | Mar 2015 - Jun 2015 | < 1 |
| Bentley University | Waltham, MA | Jan 2013 - May 2015 | 2 |
| Aldo Shoes | Nashua, NH | Jan 2015 - Apr 2015 | < 1 |
| Sodexo | Waltham, MA | Jun 2013 - Nov 2014 | 1 |
| Enterprise Holdings | Boston, MA | Jun 2014 - Aug 2014 | < 1 |
| Bentley University | Waltham, MA | Jun 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- MA
-
Total Assets Under Management556MILLIONS
-
Total Number of Accounts2,876ACCOUNTS
-
Average Account Value$193,449
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, VA
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