Johnathan Breen, financial advisor Acton MA
90 score

Johnathan Breen

CRD Number: 6314805
Current Firm: Boston Harbor Wealth Advisors, LLC

Johnathan Breen (CRD# 6314805) is an Investment Advisor Representative working at Boston Harbor Wealth Advisors, LLC in Acton, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Boston Harbor Wealth Advisors Acton, MA Sep 2016 - Current 1
Raymond James Financial Services, Inc. Beverly, MA Sep 2016 - Current 1
Ameriprise Financial Services,inc.. Quincy, MA Apr 2014 - Sep 2016 2
Emerson College Boston, MA Oct 2013 - Apr 2014 < 1
Smash Volleyball Club Newton, MA Aug 2013 - Apr 2014 < 1
The Mortgage Specialists Somersworth, NH Nov 2013 - Jan 2014 < 1
Law Office Of Patrick Shanley Lowell, MA Jun 2011 - Aug 2013 2
Burnham & Associates Raymond, NH Nov 2010 - Jun 2011 < 1
Bernson & Burnham Dover, NH Aug 2007 - Nov 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Johnathan C. Breen
Phone Number: (978) 767-8667
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    128
    MILLIONS
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $246,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CT, FL, MA, ME, NC, NH, NY, PA, RI, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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