HJ
CFA
HJ
CFA

Helen Jamieson

7 Years of Experience
Concord, MA

Helen Jamieson is a CFA-designated registered investment advisor at Radius Capital Advisors, based in Concord, MA, with 7 years of industry experience. Helen operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
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Location

Concord, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Helen is dually-registered as an Investment Advisor Representative (IAR) with Commons Capital, LLC and Radius Capital Management, LLC on a temporary and transitional basis. The two companies are not affiliated.

Employment History
Current Registrations
Radius Capital Advisors
April 2026 - Present · 6 mos
Previous Registrations
Commons Capital, LLC
January 2025 - April 2026 · 1 yr 3 mos
Radius Capital Management, LLC
November 2018 - February 2025 · 6 yrs 3 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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