Best Investors
Account
Sign in
265 Franklin Street Suite 401, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-05 |
Branch Locations
265 Franklin Street Suite 401, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services, Llc | Boston | MA | 05/2024 | Present |
| Mayflower Financial Advisors, Llc | Boston | MA | 12/2020 | Present |
| Carl P. Sherr & Co., Llc | Worcester | MA | 09/2017 | 10/2020 |
| Worcester State University | Worcester | MA | 09/2015 | 05/2018 |
| Winchester Country Club | Winchester | MA | 05/2015 | 06/2018 |
| Capo Restaurant & Supper Club | Boston | MA | 05/2023 | Present |
1) Jonathan Brown is dually registered with Mayflower Financial Advisors, LLC ("Mayflower") and Private Client Services, LLC ("PCS"). Mr. Brown has served as investment advisor representative for Mayflower and as a registered representative for PCS since 01/2025. Business is conducted from 265 Franklin Street, Suite 401, Boston, MA, 02110. Mr. Brown spends approximately 80 hours per month servicing clients as an investment advisor representative and 80 hours per month as as a registered representative. 2) Capo Restaurant; Not investment-related; 443 W Broadway, South Boston, MA; Italian Restaurant & Bar; 20 hours per month; 0 during trading hrs; Security
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
Reach out to this advisor