Justin Jacobson Mcnamara

Employer firm

Mcnamara Financial Services, Inc. CRD 154311

$798M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Mcnamara Financial Services, Inc.

1020 Plain Street Suite 200, Marshfield, MA 02050 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2013-02-04

MA RA
APPROVED

Since 2013-02-04

Branch Locations

1020 Plain Street Suite 200, Marshfield, MA 02050 • United States

235 Billerica Road, Chelmsford, MA 01824 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mcnamara Financial Services, Inc.	Marshfield	MA	10/2010	Present

10/2010 → Present

Mcnamara Financial Services, Inc.

Marshfield, MA

Other Businesses

1) MCNAMARA FINANCIAL SERVICES, INC.; VICE PRESIDENT AND OWNER; ENTITY CREATED FOR SECURITIES BUSINESS; INVESTMENT RELATED.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-06-06

S63 Uniform Securities Agent State Law Examination

2003-06-06

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

Mcnamara Financial Services, Inc.

Disclosures

Employment History

Other Businesses

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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