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JT

Jake C. Treanor

NATIXIS ADVISORS
Boston, MA 02199
Some features on this profile are disabled
CRD#: 7206246
JT

Professional summary

Jake Conway Treanor, who also goes by Jake Conway Treanor, Jake Treanor, is a registered financial advisor currently at NATIXIS ADVISORS, LLC located in Boston, Massachusetts and NATIXIS DISTRIBUTION, LLC located in Boston, Massachusetts.

Jake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jake has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jake Conway Treanor | Jake Treanor

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.
Seasons 52 / No / Burlington, MA / Restaurant / Server / 7-25-25 / 64 / 0 / Serving tables.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jake Conway Treanor'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

May 9, 2024 - Present

NATIXIS ADVISORS, LLC

Office #1: 888 Boylston Street Suite 800, Boston, MA 02199
RIA
CRD#: 106800
Boston, MA
Current

April 29, 2024 - Present

NATIXIS DISTRIBUTION, LLC

Office #1: 888 Boylston Street Suite 800, Boston, MA 02199-8197
BD
CRD#: 34754
Boston, MA
Past

November 29, 2022 - April 3, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MERRIMACK, NH
Past

October 5, 2022 - April 3, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MERRIMACK, NH
Past

February 26, 2020 - May 11, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Hingham, 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".
NA
NATIXIS ADVISORS, LLC
CDC IXIS ASSET MANAGEMENT ADVISERS, L.P. | SEEYOND | NVEST FUNDS MANAGEMENT LP | NGAM ADVISORS, L.P. | NATIXIS ASSET MANAGEMENT ADVISORS, L.P. | NATIXIS ADVISORS, LLC | NATIXIS ADVISORS, L.P. | IXIS ASSET MANAGEMENT ADVISORS, L.P.

CRD#: 106800 / SEC#: 801-48408

RIA
Registered Investment Advisory firm - (3/1/1995 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Delaware
(1/8/2025)
RR
Maryland
(1/8/2025)
RR
Massachusetts
(4/29/2024)
IAR
Massachusetts
(5/9/2024)
RR
New Jersey
(4/29/2024)
RR
New York
(4/29/2024)
RR
Ohio
(4/29/2024)
RR
Pennsylvania
(4/29/2024)
RR
West Virginia
(4/29/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/22/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/26/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/20/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

NA
NATIXIS ADVISORS, LLC
CDC IXIS ASSET MANAGEMENT ADVISERS, L.P. | SEEYOND | NVEST FUNDS MANAGEMENT LP | NGAM ADVISORS, L.P. | NATIXIS ASSET MANAGEMENT ADVISORS, L.P. | NATIXIS ADVISORS, LLC | NATIXIS ADVISORS, L.P. | IXIS ASSET MANAGEMENT ADVISORS, L.P.

CRD#: 106800 / SEC#: 801-48408

RIA
Registered Investment Advisory firm - (3/1/1995 Approved)
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Contact information

Main Address
888 Boylston Street Suite 800, Boston, MA 02199
Mailing Address
Phone number
(617) 449-2802
Established
Firm type
Fiscal year end
# of Employees
426

SEC notice filing (53 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

NATIXIS ADVISORS, LLC FORM ADV - PART 2A (10/30/2025)

Regulatory assets under management

Total Number of Accounts85,258
AUM (Assets Under Management)$ 85,230,726,459

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

NATIXIS ADVISORS, LLC

CRD#: 106800Boston, MA 02199

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