James C. Bacon

NUTTER INVESTMENT ADVISORS

Boston, MA 02210

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CRD#: 6312960

Professional summary

James Colin Bacon is a registered financial advisor currently at NUTTER INVESTMENT ADVISORS located in Boston, Massachusetts.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 3 firms .

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.

DIRECTOR OF NORTH SHORE FLAG FOOTBALL, A NON-PROFIT ORGANIZATION. NOT INVESTMENT RELATED OR CONDUCTED FROM BRANCH LOCATION. RECEIVES COMPENSATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Colin Bacon'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

October 11, 2017 - Present

NUTTER INVESTMENT ADVISORS

Office #1: Seaport West 155 Seaport Boulevard, Boston, MA 02210

RIA

CRD#: 105461

Boston, MA

Past

January 11, 2016 - September 29, 2017

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

North Reading, MA

Past

May 19, 2014 - January 15, 2016

GRANITE HARBOR ASSET MANAGEMENT, LLC

RIA

CRD#: 170759

MARBLEHEAD, 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".

NUTTER INVESTMENT ADVISORS

NUTTER INVESTMENT ADVISORS | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP

CRD#: 105461 / SEC#: 801-33250

RIA

Registered Investment Advisory firm - (11/14/1988 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
(10/11/2017)

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

Current Firm

NUTTER INVESTMENT ADVISORS

NUTTER INVESTMENT ADVISORS | NUTTER INVESTMENT ADVISORS LIMITED PARTNERSHIP

CRD#: 105461 / SEC#: 801-33250

RIA

Registered Investment Advisory firm - (11/14/1988 Approved)

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Contact information

Main Address

Seaport West 155 Seaport Boulevard 5th Floor, Boston, MA, 02210-2604

Mailing Address

Phone number

(617) 439-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV - FIRM BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts	42
AUM (Assets Under Management)	$ 2,684,446,306

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
07/16/2024	Cover Page	Report
10/26/2023	Cover Page	Report

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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James C. Bacon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Colin Bacon's CRS (Customer Relationship Summary).

Certified licenses

Experience

NUTTER INVESTMENT ADVISORS

COMMONWEALTH FINANCIAL NETWORK

GRANITE HARBOR ASSET MANAGEMENT, LLC

Primary Firm SEC Registration

NUTTER INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

NUTTER INVESTMENT ADVISORS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NUTTER INVESTMENT ADVISORS

TRUST BUT VERIFY

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