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Inactive

Jamie Zoldy

Ballentine Partners

Waltham, MA

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Current Employers
Ballentine Partners

230 3Rd Avenue Suite 6, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-03-07
  • MA RA
    APPROVED
    Since 2022-03-07

Branch Locations

230 Third Ave, 6Th Floor, Waltham, MA 02451 • 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
OrganizationCityStateFromTo
Brown Brothers Harriman Boston MA 07/2017 09/2021
Simmons College Boston MA 08/2016 07/2017
Ballentine Partners, Llc Waltham MA 09/2021 02/2024
Ballentine Partners, Llc Waltham MA 02/2024 Present
  • 07/2017 → 09/2021
    Brown Brothers Harriman
    Boston, MA
  • 08/2016 → 07/2017
    Simmons College
    Boston, MA
  • 09/2021 → 02/2024
    Ballentine Partners, Llc
    Waltham, MA
  • 02/2024 → Present
    Ballentine Partners, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-07
  • S65 Uniform Investment Adviser Law Examination
    2022-03-07

View on SEC IAPD

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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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