Jared Manville (CRD# 2994657) is an Investment Advisor Representative working at Mayflower Advisors in Boston, MA and has over 25 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mayflower Advisors | Boston, MA | Jul 2021 - Current | 2 |
| Greenleaf Advisors LLC | Red Bank, NJ | Jan 2019 - Jun 2021 | 2 |
| Alpha Pension Group, Inc. | Lexington, MA | Feb 2016 - Jan 2019 | 2 |
| Mma | Boston, MA | Jan 2011 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- MA
- RI
-
Total Assets Under Management4,689MILLIONS
-
Total Number of Accounts2,361ACCOUNTS
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Average Account Value$1,985,970
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, CT, DC, DE, FL, IL, LA, MA, MD, ME, MN, NC, NE, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA, VT
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