John Gordon Mccarthy

Employer firm

Shade Tree Advisors LLC CRD 289905

$1.45B regulatory AUM 63 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• WEALTH MANAGEMENT; FAMILY OFFICE; & ASSET ALLOCATION

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → Present
  Shade Tree Advisors Llc
  Saratoga Springs, NY
• 09/2017 → 06/2021
  Skidmore College
  Saratoga Springs, NY
• 05/2020 → 08/2020
  Northwestern Mutual
  Boston, MA
• 06/2019 → 08/2019
  Work Inc
  Dorchester, MA
• 06/2012 → 09/2017
  Full Time Student
  Dedham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-11

Other Names

• Jake Mccarthy