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Jake Conway Treanor

Natixis Advisors, LLC

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About Jake Conway Treanor

Jake Conway Treanor is an investment advisor representative with Natixis Advisors, LLC in Boston, Massachusetts. Jake has been in the industry for several years and has held previous positions at Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC. Jake holds a Series 63, Series 66, and Series 7 licenses and has experience in the securities industry.

Firm Information

Jake Treanor is currently registered with Natixis Advisors, LLC. Natixis Advisors, LLC is a Boston, MA-based investment advisor with over $63.77 billion in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and other investment advisors. They also offer overlay portfolio management and model research as an additional service. Natixis Advisors serves a diverse range of clients, including individuals, corporations, investment companies, charitable organizations, pension plans, and government entities.
Natixis Advisors, LLC

888 BOYLSTON STREET

BOSTON, MA 02199

$63.77B

Assets Under Management

21

Total Clients

56

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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overlay portfolio management and model research provider.

Overlay portfolio management and model research provider.

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

A percentage of wrap sponsor fees.

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Jake Treanor’s Registration & Firm History

MA

05/09/2024 - Present

Natixis Advisors, LLC (BOSTON MA)

NH

10/05/2022 - 04/03/2024

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

MA

02/26/2020 - 05/11/2022

J.P. MORGAN SECURITIES LLC (Hingham MA)

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Licenses & Designations

BOTH

Issued 11/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/26/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Conway Treanor.
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