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John Martin Fenton

Flagship Harbor Advisors, LLC

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About John Martin Fenton

John Martin Fenton is a financial advisor with over 25 years of experience in the industry. John Fenton is a Certified Financial Planner (CFP) who specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families, businesses, charitable organizations, and pension and profit sharing plans. John Fenton is currently registered with Flagship Harbor Advisors, LLC in Massachusetts and has been with them since 2010. Prior to that, John Fenton was associated with Ameriprise Financial Services, Inc. and IDS Life Insurance Company. John Fenton is also a registered representative and holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. John Fenton provides his services through Flagship Harbor Advisors, an independent investment advisor firm.

Firm Information

John Fenton is currently registered with Flagship Harbor Advisors, LLC. Flagship Harbor Advisors, LLC is a Boston, MA-based registered investment advisor with approximately $3 billion in assets under management. The firm offers financial planning, portfolio management for individuals, and educational seminars. Flagship Harbor Advisors, LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm also participates in wrap fee programs.
Flagship Harbor Advisors, LLC

346 COMMERCIAL STREET

BOSTON, MA 02109

$3.01B

Assets Under Management

27

Total Clients

51

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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John Fenton’s Registration & Firm History

MA

12/22/2010 - Present

Flagship Harbor Advisors, LLC (FRANKLIN MA)

MA

08/16/1996 - 12/20/2010

AMERIPRISE FINANCIAL SERVICES, INC. (FRANKLIN MA)

MN

08/16/1996 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 01/23/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Martin Fenton. Review regulatory record here.
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