JI
Jason Irwin
ST. GERMAIN INVESTMENT MANAGEMENT
Stratham, NH 03885
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CRD#: 7320150
JI
Professional summary
Jason Irwin is a registered financial advisor currently at ST. GERMAIN INVESTMENT MANAGEMENT located in Stratham, New Hampshire.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jason has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
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.
Administrator or executor of an estate or trustee of a trust for a non-family or family member, co-executor of parents, Stephen & Corinne Irwin Trust since 01/2018.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Irwin'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
May 28, 2025 - Present
ST. GERMAIN INVESTMENT MANAGEMENT
Office #1: 62 Portsmouth Ave, Unit 5, Stratham, NH 03885RIA
CRD#: 155186
Stratham, NH
Past
July 5, 2023 - April 4, 2025
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
PORTSMOUTH, NH
Past
April 20, 2023 - June 28, 2023
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MANCHESTER, NH
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".
SG
ST. GERMAIN INVESTMENT MANAGEMENT
GAGE-WILEY | ST. GERMAIN WEALTH MANAGEMENT GROUP | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | ST. GERMAIN INVESTMENT MANAGEMENT | OCTOBER MOUNTAIN FINANCIAL ADVISORS | NEW ENGLAND CAPITAL
CRD#: 155186 / SEC#: 801-12471
RIA
Registered Investment Advisory firm - (12/30/1976 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
New Hampshire(5/28/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/2/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 4/20/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
SG
ST. GERMAIN INVESTMENT MANAGEMENT
GAGE-WILEY | ST. GERMAIN WEALTH MANAGEMENT GROUP | ST. GERMAIN INVESTMENT MANAGEMENT, INC. | ST. GERMAIN INVESTMENT MANAGEMENT | OCTOBER MOUNTAIN FINANCIAL ADVISORS | NEW ENGLAND CAPITAL
CRD#: 155186 / SEC#: 801-12471
RIA
Registered Investment Advisory firm - (12/30/1976 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1500 Main St 25th Floor, Springfield, MA 01115-1001
Mailing Address
Phone number
(413) 733-5111
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (42 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,159 |
| AUM (Assets Under Management) | $ 3,099,684,697 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2024 | ||
| 01/22/2024 | ||
| 12/20/2022 |
Red Flags
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Company Information
ST. GERMAIN INVESTMENT MANAGEMENT
CRD#: 155186Stratham, NH 03885TRUST BUT VERIFY
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