JH
JH

Jason Hughes

4 Years of Experience
BrokerSells Insurance

Jason Hughes is a registered investment advisor, based in Braintree, MA, with 4 years of industry experience.

Location

45 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184

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History

Regulatory 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.

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Other Business ActivitiesSells Insurance

Jason is an Investment Advisor Representative with Pallas Capital Advisors and a Registered Representative with Purshe Kaplan Sterling Investments, spending most of his time with Pallas. He also provides fixed insurance advice and coaches a middle school club lacrosse team, dedicating a few hours per week to coaching.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2023 - Present · 2 yrs 8 mos
Pallas Capital Advisors, LLC
May 2022 - Present · 3 yrs 11 mos
Previous Registrations
Triad Advisors LLCBroker
November 2021 - May 2023 · 1 yr 6 mos
State Registrations1 state
MA
AdvisorBrokerBoth

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.