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Jacob D Murray

BAY Colony Advisors

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About Jacob D Murray

Jacob D. Murray is a financial advisor at Bay Colony Advisors. Jacob has been a financial advisor since 2010 and has a broad background in financial services, including experience at LPL Financial LLC, Securities America, Inc., and Valmark Securities, Inc. Jacob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, SIE, and Series 7 licenses. Jacob provides financial planning services to individuals, families, and businesses.

Firm Information

Jacob Murray is currently registered with BAY Colony Advisors. BAY Colony Advisors is a wealth management firm headquartered in Concord, Massachusetts. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, businesses, pension and profit-sharing plans, and high-net-worth individuals. BAY Colony Advisors manages approximately $1.07 billion in assets.
BAY Colony Advisors

86 BAKER AVENUE EXTENSION

CONCORD, MA 01742

$1.07B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Platform fee from sub-advisers

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Jacob Murray’s Registration & Firm History

MA

11/29/2023 - Present

BAY Colony Advisors (CONCORD MA)

MA

07/02/2018 - 08/18/2022

SECURITIES AMERICA, INC. (WESTBOROUGH MA)

MA

01/10/2017 - 07/03/2018

LPL FINANCIAL LLC (WESTBOROUGH MA)

MA

07/01/2015 - 12/15/2016

VALMARK SECURITIES, INC. (NEEDHAM MA)

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Licenses & Designations

BOTH

Issued 02/18/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob D Murray.
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