Jeff J. Cashin

MAYFLOWER ADVISORS

Durham, NC 27701

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CRD#: 5349428

Professional summary

Jeff Joseph Cashin, CFP® is a registered financial advisor currently at MAYFLOWER ADVISORS located in Durham, North Carolina and PRIVATE CLIENT SERVICES, LLC located in Durnam, North Carolina.

Jeff is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jeff has worked at 4 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Appalachian State University. Finance banking & insurance board. Board member. 1 hr/mo; 0 during trading hrs. 2) Broperty, LLC. 4720 Violet Field Way, Unit 212, Raleigh, NC 27612. R.E. Holding. Land only. Managing partner. 1 hr/mo; 0 during trading hrs. 3) American Red Cross. 100 N Peartree Ln, Raleigh, NC. Charity. Board member. 1 hr/mo; 0 during trading hrs. 4) Mayflower Financial Advisors. 265 Franklin Street, Suite 401, Boston, MA 02110. RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Joseph Cashin'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

Start date: 2006

Experience

Current

May 12, 2022 - Present

MAYFLOWER ADVISORS

Office #1: 120 West Parrish Street, Durham, NC 27701

RIA

CRD#: 307857

Durham, NC

Current

May 17, 2022 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 120 West Parrish St, Durnam, NC 27701

RIA

CRD#: 120222

Durnam, NC

Past

March 5, 2013 - December 23, 2020

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

RALEIGH, NC

Past

March 5, 2013 - December 23, 2020

FIFTH THIRD SECURITIES, INC.

CRD#: 628

RALEIGH, NC

Past

August 14, 2007 - February 7, 2013

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

CHARLOTTE, NC

Past

July 17, 2007 - February 7, 2013

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

CHARLOTTE, NC

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(1/2/2025)

IAR

North Carolina
(5/12/2022)

North Carolina
(5/17/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/30/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/13/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2007

General Securities Representative Examination

SRO Registrations

FINRA

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

Jeff J. Cashin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Joseph Cashin's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

Primary Firm SEC Registration

MAYFLOWER ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/30/2007

Series 7TO

Date: 3/13/2022

SIE

Date: 10/1/2018

Series 7

Date: 7/16/2007

FINRA

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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