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John Morrison Lucey

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
FL RA APPROVED 2025-11-20
MA RA APPROVED 2025-09-30
NH RA APPROVED 2025-09-16
  • FL RA
    APPROVED
    Since 2025-11-20
  • MA RA
    APPROVED
    Since 2025-09-30
  • NH RA
    APPROVED
    Since 2025-09-16

Branch Locations

230 Third Ave, Fl 6, 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
Pacific Investment Management Company Llc Austin TX 07/2019 07/2025
Pimco Investments Llc Austin TX 07/2019 07/2025
Ymca Camp Belknap Tuftonboro NH 06/2015 06/2019
College Of Holy Cross Worcester MA 08/2015 05/2019
Fidelity Investments Boston MA 06/2017 06/2017
College Of The Holy Cross Science Cafe Worcester MA 11/2015 05/2019
Pimco New York NY 03/2018 05/2018
Ballentine Partners, Llc Waltham MA 08/2025 Present
  • 07/2019 → 07/2025
    Pacific Investment Management Company Llc
    Austin, TX
  • 07/2019 → 07/2025
    Pimco Investments Llc
    Austin, TX
  • 06/2015 → 06/2019
    Ymca Camp Belknap
    Tuftonboro, NH
  • 08/2015 → 05/2019
    College Of Holy Cross
    Worcester, MA
  • 06/2017 → 06/2017
    Fidelity Investments
    Boston, MA
  • 11/2015 → 05/2019
    College Of The Holy Cross Science Cafe
    Worcester, MA
  • 03/2018 → 05/2018
    Pimco
    New York, NY
  • 08/2025 → Present
    Ballentine Partners, Llc
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-16
S63 Uniform Securities Agent State Law Examination 2019-09-16
  • S65 Uniform Investment Adviser Law Examination
    2025-09-16
  • S63 Uniform Securities Agent State Law Examination
    2019-09-16
Other Names
  • Jack Lucey

View on SEC IAPD

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Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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