Jonathan Brown is a registered investment advisor at Mayflower Advisors, based in Boston, MA, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,085 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mayflower Advisors' investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. Fees generally range from 0.50% to 1.80% annually. For the Mayflower E-Z IRA service, fees range from 0.50% to 0.70% annually. Fees may be negotiable.
Location
265 Franklin Street, Suite 401, Boston, MA, 02110
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Regulatory History
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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Jonathan is dually registered with Mayflower Financial Advisors, LLC and Private Client Services, LLC, working as an investment advisor representative and registered representative since 2025. He also spends about 10-20% of his time at Capo Restaurant, an Italian restaurant and bar.
Employment History
Current Registrations
Mayflower Advisors
Private Client Services, LLCBroker
State Registrations1 state
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