HJ
Helen G. Jamieson
CONCORD, MA
Some features on this profile are disabled
CRD#: 7039476
HJ
Professional summary
Helen Gayle Jamieson, who also goes by Helen Gayle Mitchell, was a registered financial advisor .
Helen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Helen had 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.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
April 30, 2026 - Present
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
No current employment
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.
