Joseph James Knight Colman

Current Employers

Employment History

• 06/2017 → 07/2019
  Jp Morgan
  Columbus, OH
• 09/2013 → 06/2017
  Kenyon College
  Gambier, OH
• 07/2019 → Present
  Colman Knight Advisory Group
  Acton, MA

Other Businesses

(1) Mr. Colman serves as Trustee for Acer Palmatum Revocable Trust. Non-investment related. Start Date: 04/2020. Approximately 10 hours/month, none during securities trading hours. Duties: coordinate maintenance, run accounting, manage tenants. (2) Mr. Colman serves as Trustee for 530 Great Road Realty Trust. Non-investment related. Start Date: 01/2024. Approximately 20-25 hours/month, none during securities trading hours. Duties: coordinate maintenance, run accounting, manage tenants. 3.) Mr. Colman owns a Rental Property at 4 Sterling Lane, Westford, MA, 01886. Not investment related. Purchased property 4/3/2020. Approximately 1 - 2 hours/month, none during trading hours. Does the book-keeping as well as helps manage contractors, collects rent, hire contractors, oversees work, file the tax return on Schedule E. 4.) Mr. Colman owns 33.3 % of a Rental Property at 530 Great Road, Acton, MA, 01720. Not investment related. Purchased property 1/3/2024. Approximately 1 hour/month, none during trading hours. Does the book-keeping as well as file the tax return 1041 and distribute it to other owners in the trust. 5.) Mr. Colman owns a Rental Property at 127 Waverley Avenue, Watertown, MA, 01886 . Not investment related. Currently just started looking for a tenant to start 6/1/2026 - 6/30/2027 (will only be for one year as he is moving for a year and renting the primary home). Approximately 1 - 2 hours/month, none during trading hours. Owner, collects rent, hires contractors, oversees work, file the tax return on Schedule E.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-07

Designations