James Jason Lafleur

Employer firm

Sentinel Pension Advisors, LLC. CRD 109901

$11.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2005 → 04/2019
  Mercer
  Boston, MA
• 04/2019 → 06/2019
  Unemployed
  Quincy, MA
• 06/2019 → 10/2019
  Northwestern Mutual Life Insurance Company
  Boston, MA
• 06/2019 → 10/2019
  Northwestern Mutual Investment Services Llc
  Boston, MA
• 09/2019 → 03/2020
  Mass Mutual Life Insurance Company
  Wellesley, MA
• 10/2019 → 03/2020
  Mml Investors Services, Llc
  Wellesley, MA
• 04/2020 → 03/2024
  P/E Investments
  Quincy, MA
• 11/2022 → 05/2023
  Quasar Distributors, Llc
  Quincy, MA
• 03/2024 → 06/2024
  Lpl Financial Llc
  Providence, RI
• 03/2024 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Sentinel Group
  Wakefield, MA

Previous Registrations

• 2024-03-26 → 2024-07-17
  Global Retirement Partners Llc
  Providence, RI
  San Rafael, CA

Other Businesses

Investments & Wealth Institute/CIMA Commission / Not Investment Related / 4-5 hrs per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-26
• S63 Uniform Securities Agent State Law Examination
  2023-01-09

Other Names

• James Lafleur
• James Jason Lafleur