Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Jameson is a financial advisor with The Colony Group, LLC. Philip has been working in the financial services industry since 1986. Philip has a wide range of experience working with individuals and families, and has been registered with the Securities and Exchange Commission (SEC) since 1989. Philip has a strong background in portfolio management, financial planning, and investment advising, and has a proven track record of helping clients achieve their financial goals. Philip is also a member of the Investment Committee for the Clergy Health and Retirement Trust and a Special Manager of investment activity for a client of The Colony Group.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
03/06/2024 - Present
THE Colony Group, LLC (Wellesley MA)
MA
10/29/1990 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
NA
09/06/1990 - 09/28/1990
G. W. & WADE ASSET MANAGEMENT COMPANY
MA
05/22/1989 - 09/11/1990
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NA
02/13/1986 - 07/18/1988
WESTON SECURITIES CORPORATION
BC
Issued 02/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/12/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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