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JM

John J. Muse

CHARLESBRIDGE ADVISORS
DEDHAM, MA 02026
CRD#: 1632621
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JM
John Joseph MuseCHARLESBRIDGE ADVISORS

Professional summary

John Joseph Muse, CFP®, who also goes by John Muse, is a registered financial advisor currently at CHARLESBRIDGE ADVISORS located in Dedham, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. John has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Muse

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Muse's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

June 9, 2026 - Present

CHARLESBRIDGE ADVISORS

Office #1: 888 Washington Street, Dedham, MA 02026
RIA
CRD#: 341159
DEDHAM, MA
Past

August 11, 2020 - September 27, 2022

MINOT WEALTH MANAGEMENT LLC

RIA
CRD#: 299943
WESTWOOD, MA
Past

March 22, 2018 - June 15, 2020

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Boston, MA
Past

August 11, 2004 - February 22, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BOSTON, MA
Past

July 10, 2001 - February 22, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BOSTON, MA
Past

November 3, 1997 - September 25, 1998

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL
Past

June 27, 1997 - October 1, 1997

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA
Past

May 15, 1996 - May 5, 1997

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

BD
CRD#: 28262
BOSTON, MA
Past

February 16, 1990 - July 18, 1994

LEHMAN SPECIAL SECURITIES INC.

BD
CRD#: 7242
Past

February 16, 1990 - September 26, 1994

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 16, 1990 - October 23, 1995

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

June 26, 1987 - April 30, 1988

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(6/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/18/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/9/2001
General Securities Representative Examination

Current Firm

CA
CHARLESBRIDGE ADVISORS
CHARLESBRIDGE ADVISORS | CHARLESBRIDGE ADVISORS, LLC | CHARLESBRIDGE ADVISORS LLC.

CRD#: 341159 / SEC#: 801-136229

RIA
Registered Investment Advisory firm - (5/12/2026 120-Day Approval)
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Contact information

Main Address
888 Washington Street, Dedham, MA 02026
Mailing Address
Phone number
(781) 682-3299
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- CHARLESBRIDGE ADVISORS (4/9/2026)
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CHARLESBRIDGE ADVISORS

CRD#: 341159Dedham, MA 02026

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