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Jayson Stephen Deangelis

Ballentine Partners

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About Jayson Stephen Deangelis

Jayson Deangelis is a financial advisor at Ballentine Partners, LLC in Waltham, Massachusetts. Jayson has been with Ballentine Partners since 2010 and has been registered with the Securities and Exchange Commission (SEC) as an investment advisor representative since 2003. Prior to joining Ballentine Partners, Jayson worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, Massachusetts. Jayson is a Certified Financial Planner (CFP) and holds both Series 7 and Series 66 licenses. Jayson specializes in providing financial planning and investment management services to individuals, families, and high-net-worth individuals.

Firm Information

Jayson Deangelis is currently registered with Ballentine Partners. Ballentine Partners is an investment advisor headquartered in Waltham, MA. The firm manages over $10 billion in assets for high-net-worth individuals, charitable organizations, and pooled investment vehicles. Services include financial planning, portfolio management, and selection of other advisors.
Ballentine Partners

230 3RD AVENUE

WALTHAM, MA 02451

$10.77B

Assets Under Management

19

Total Clients

68

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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

Project fees

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Jayson Deangelis’s Registration & Firm History

MA

03/23/2021 - Present

Ballentine Partners (WALTHAM MA)

MA

08/01/2003 - 06/05/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 08/15/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/31/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jayson Stephen Deangelis.
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