JP
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
85 clients
Average Client Portfolio
$473K average
Assets Under Management
$40.2M
Fee Structure
This brochure supplement does not contain any fee information. Refer to the Davinci Capital Management, Inc. brochure for fee details.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
801 Cambridge Street, Cambridge, MA, 02141
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is the Vice President of Westborough Little League, dedicating a few hours per week to administrative duties. He is also a founding member of Financial Partners, where he provides investment advice and insurance sales, taking up nearly all of his time.
Employment History
Current Registrations
Davinci Capital Management INC.
January 2012 - Present · 14 yrs
Davinci Capital Management, INC. Broker
January 2012 - Present · 14 yrs
Previous Registrations
First Allied Securities, INC.
March 2008 - January 2012 · 3 yrs 10 mos
First Allied Securities, INC.Broker
February 2008 - January 2012 · 3 yrs 11 mos
MML Investors Services, INC. Broker
October 2005 - February 2008 · 2 yrs 4 mos
Banc of America Investment Services, INC.
October 2004 - September 2005 · 11 mos
Banc of America Investment Services, INC.Broker
October 2004 - September 2005 · 11 mos
Quick & Reilly, INC.
April 2003 - October 2004 · 1 yr 6 mos
Quick & Reilly, INC.Broker
November 2002 - October 2004 · 1 yr 11 mos
Putnam Retail Management Limited PartnershipBroker
February 1992 - March 2002 · 10 yrs 1 mo
State Registrations4 states
FLMANHNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.