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HJ

Helen G. Jamieson

RADIUS CAPITAL ADVISORS
CONCORD, MA
Some features on this profile are disabled
CRD#: 7039476
HJ

Professional summary

Helen Gayle Jamieson, who also goes by Helen Gayle Mitchell, is a registered financial advisor currently at RADIUS CAPITAL ADVISORS located in Concord, Massachusetts.

Helen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Helen has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Helen Gayle Mitchell

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 Helen Gayle Jamieson'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®
None

Experience

Current

April 30, 2026 - Present

RADIUS CAPITAL ADVISORS

RIA
CRD#: 341631
CONCORD, MA
Past

January 13, 2025 - April 6, 2026

COMMONS CAPITAL, LLC

RIA
CRD#: 165738
Westford, MA
Past

November 14, 2018 - February 11, 2025

RADIUS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 131339
CONCORD, MA

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
(4/30/2026)

Exams

Current Firm

RC
RADIUS CAPITAL ADVISORS
RADIUS CAPITAL ADVISORS | RADIUS CAPITAL MANAGEMENT, LLC

CRD#: 341631 / SEC#:

Massachusetts
Registered Investment Advisory firm - (4/30/2026 Approved)
PREMIUM
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Contact information

Main Address
Concord, MA
Mailing Address
Phone number
(617) 661-4200
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

RADIUS CAPITAL ADVISORS

CRD#: 341631Concord, MA

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