JT
Jethro A. Townsend
NIA IMPACT CAPITAL
Waltham, MA
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CRD#: 6569596
JT
Professional summary
Jethro Adnoh Townsend is a registered financial advisor currently at NIA IMPACT CAPITAL located in Waltham, Massachusetts.
Jethro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jethro has worked at 2 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jethro Adnoh Townsend's 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®
NoneExperience
Current
February 22, 2024 - Present
NIA IMPACT CAPITAL
RIA
CRD#: 286587
Waltham, MA
Past
November 5, 2015 - December 31, 2022
ADDEND CAPITAL MANAGEMENT
RIA
CRD#: 205515
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".
NI
NIA IMPACT CAPITAL
NIA COMMUNITY INVESTMENTS, LLC | NIA IMPACT CAPITAL | NIA IMPACT ADVISORS, LLC | NIA GLOBAL SOLUTIONS
CRD#: 286587 / SEC#: 801-117120
RIA
Registered Investment Advisory firm - (8/2/2019 Approved)California
Registered Investment Advisory firm - (10/17/2019 Terminated)Texas
Registered Investment Advisory firm - (9/17/2019 Terminated)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(2/22/2024)
IAR
Colorado(2/22/2024)
IAR
Delaware(2/22/2024)
IAR
District of Columbia(5/31/2024)
IAR
Florida(4/10/2024)
IAR
Illinois(2/22/2024)
IAR
Maine(2/22/2024)
IAR
Massachusetts(4/24/2024)
IAR
Montana(4/26/2024)
IAR
New Hampshire(2/22/2024)
IAR
New York(2/22/2024)
IAR
North Carolina(2/22/2024)
IAR
Oregon(2/22/2024)
IAR
Pennsylvania(2/22/2024)
IAR
Texas(2/22/2024)
IAR
Utah(2/23/2024)
IAR
Washington(2/22/2024)
Exams
Current Firm
NI
NIA IMPACT CAPITAL
NIA COMMUNITY INVESTMENTS, LLC | NIA IMPACT CAPITAL | NIA IMPACT ADVISORS, LLC | NIA GLOBAL SOLUTIONS
CRD#: 286587 / SEC#: 801-117120
RIA
Registered Investment Advisory firm - (8/2/2019 Approved)California
Registered Investment Advisory firm - (10/17/2019 Terminated)Texas
Registered Investment Advisory firm - (9/17/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Berkeley, CA
Mailing Address
4900 Shattuck Ave #3648, Oakland, CA 94609
Phone number
(510) 319-9221
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 344 |
| AUM (Assets Under Management) | $ 525,668,520 |
Red Flags
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