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James Patrick Machinchick

James P. Machinchick

INFLECTION CAPITAL MANAGEMENT | Vice President, Financial Consultant
Portsmouth, NH 03801-4050
Some features on this profile are disabled
CRD#: 5624699
James Patrick Machinchick

Professional summary

James Patrick Machinchick, CFP®, who also goes by James Patrick Machinchick Mr, James Machinchick, is a registered financial advisor currently at INFLECTION CAPITAL MANAGEMENT, LLC located in Portsmouth, New Hampshire.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. James has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I enjoy working with individuals, families and business owners on their financial planning. Together, we create customized financial plans and work through the variables life puts in front of us. My team's mission is to create trust with clients, build lifetime relationships and be their top trusted advisor. We do this through detailed planning, having a deep understanding of their goals and compassion towards their concerns.
top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Insurance Planning
Estate Planning
Tax Planning
Business Succession Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

James Patrick Machinchick Mr | James Machinchick

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)Topside Realty, LLC: not investment-related, Portsmouth, NH, Air BNB rental of vacation property, Partner, 12-27-2021 to present, 3 hours a month, 0 hours during trading hours 2) The Oglethorpe Collective, LLC ("TOC-23"), 18 Shipyard Drive, #2a, Hingham, MA 02043 DBA for Inflection Capital Management, LLC, Chief Planning Officer, 02/20/25- present, 120 hours per month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Patrick Machinchick'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: 2016

Education

University of New Hampshire

Bachelor of Business Administration - Entrepreneurial Venture Creation

2007

Experience

Current

May 30, 2025 - Present

INFLECTION CAPITAL MANAGEMENT, LLC

Office #1: 155 Fleet Street, Portsmouth, NH 03801-4050
RIA
CRD#: 333157
Portsmouth, NH
Past

May 18, 2023 - February 20, 2025

LAKE STREET ADVISORS

RIA
CRD#: 288300
PORTSMOUTH, NH
Past

July 13, 2018 - May 10, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

August 2, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NASHUA, NH
Past

June 3, 2010 - May 9, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
PORTSMOUTH, NH
Past

February 23, 2009 - March 27, 2009

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH

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".
IC
INFLECTION CAPITAL MANAGEMENT, LLC
INFLECTION CAPITAL MANAGEMENT, LLC | THE OGLETHORPE COLLECTIVE, LLC ("TOC-23") | INFLECTION CM

CRD#: 333157 / SEC#: 801-131299

RIA
Registered Investment Advisory firm - (11/7/2024 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
California
(5/30/2025)
IAR
Massachusetts
(7/21/2025)
IAR
New Hampshire
(5/30/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/10/2010
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: 9/8/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/21/2009
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IC
INFLECTION CAPITAL MANAGEMENT, LLC
INFLECTION CAPITAL MANAGEMENT, LLC | THE OGLETHORPE COLLECTIVE, LLC ("TOC-23") | INFLECTION CM

CRD#: 333157 / SEC#: 801-131299

RIA
Registered Investment Advisory firm - (11/7/2024 Approved)
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Contact information

Main Address
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436
Mailing Address
Phone number
(415) 805-8682
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INFLECTION CAPITAL MANAGEMENT FORM ADV PART 2A (OCTOBER 2025) (10/31/2025)

Regulatory assets under management

Total Number of Accounts9
AUM (Assets Under Management)$ 188,452,825

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.

Company Information

INFLECTION CAPITAL MANAGEMENT, LLC

Vice President, Financial ConsultantCRD#: 333157Portsmouth, NH 03801-4050

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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