Inactive

Jennifer Lynn Morrell

Wakely Investment Management

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Current Employers

Wakely Investment Management

One Boston Place Suite 2600, Boston, MA 02108 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-04-04
MA	RA	APPROVED	2024-02-07

FL RA
APPROVED

Since 2025-04-04
MA RA
APPROVED

Since 2024-02-07

Branch Locations

One Boston Place Suite 2600, Boston, MA 02108 • United States

Wakefield, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
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
Nevils Financial, Llc	Wakefield	MA	08/2011	12/2023
J Wakely Advisors, Llc	Boston	MA	01/2024	Present

08/2011 → 12/2023

Nevils Financial, Llc

Wakefield, MA
01/2024 → Present

J Wakely Advisors, Llc

Boston, MA

Previous Registrations

2015-10-05 → 2024-01-05

Nevils Financial, Llc

Wakefield, MA

Designations

Other Names

Jennifer L Morrell

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P.

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NEWPATH MANAGEMENT, L.P.

Other Investors

JOSHUA WEBSTER JONES

STEPHEN ELLSWORTH JOHNSON

CHRISTOPHER MICHAEL HAGAN

ALDEN Wakefield WITMAN

JEFFREY ABRAHAM BESHANSKY

Holly A Dumlupinar

Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA

BAYPINE HOLDINGS LP · BOSTON, MA

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

LONGWOOD MANAGEMENT LLC · BOSTON, MA

ADVENT INTERNATIONAL, L.P. · BOSTON, MA

NEW HERITAGE CAPITAL, LLC · BOSTON, MA

WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA

NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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