Jared J. Manville

MAYFLOWER ADVISORS

BOSTON, MA 02110

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CRD#: 2994657

Professional summary

Jared Jon Manville, who also goes by Jared J Manville, is a registered financial advisor currently at MAYFLOWER ADVISORS located in Boston, Massachusetts.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jared has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jared J Manville

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 Jared Jon Manville'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®

None

Experience

Current

July 13, 2021 - Present

MAYFLOWER ADVISORS

Office #1: 265 Franklin Street Suite 401, Boston, MA 02110

RIA

CRD#: 307857

BOSTON, MA

Past

July 13, 2021 - July 14, 2021

ONEDIGITAL

RIA

CRD#: 106766

Boston, MA

Past

February 26, 2019 - July 13, 2021

GREENLEAF ADVISORS

RIA

CRD#: 172332

RED BANK, NJ

Past

July 14, 2016 - December 24, 2018

ALPHA PENSION GROUP, INC., A HUB INTERNATIONAL COMPANY

RIA

CRD#: 171290

LEXINGTON, MA

Past

January 4, 2016 - January 12, 2016

MMA SECURITIES LLC

CRD#: 44254

Boston, MA

Past

February 23, 2011 - January 6, 2016

MMC SECURITIES LLC

CRD#: 103846

BOSTON, MA

Past

September 5, 2008 - November 29, 2010

NRP FINANCIAL, INC.

CRD#: 103717

NASHUA, NH

Past

February 29, 2008 - September 3, 2008

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

CRD#: 37819

BOSTON, MA

Past

March 3, 1999 - February 29, 2008

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

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
(7/13/2021)

IAR

Rhode Island
(1/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/14/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/17/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/12/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/2/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MAYFLOWER ADVISORS

MAYFLOWER ADVISORS | MAYFLOWER FINANCIAL ADVISORS, LLC

CRD#: 307857 / SEC#: 801-118381

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

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Contact information

Main Address

265 Franklin Street Suite 401, Boston, MA 02110

Mailing Address

Phone number

(617) 259-1767

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MAYFLOWER FINANCIAL ADVISORS, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,482
AUM (Assets Under Management)	$ 4,779,428,058

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Advisor Monitoring

Firm Stability Insights

Jared J. Manville

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Jon Manville's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

GREENLEAF ADVISORS

ALPHA PENSION GROUP, INC., A HUB INTERNATIONAL COMPANY

MMA SECURITIES LLC

MMC SECURITIES LLC

NRP FINANCIAL, INC.

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

MFS FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

MAYFLOWER ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2016

Series 63

Date: 3/17/1999

SIE

Date: 1/12/2016

Series 6

Date: 3/2/1999

Current Firm

MAYFLOWER ADVISORS

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAYFLOWER ADVISORS

TRUST BUT VERIFY

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