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Jake Conway Treanor

Natixis Advisors, LLC

Boston, MA

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Current Employers
Natixis Advisors, Llc

888 Boylston Street Suite 800, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-05-09
  • MA RA
    APPROVED
    Since 2024-05-09

Branch Locations

888 Boylston Street Suite 800, Boston, MA 02199 • 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
J.P. Morgan Securities Llc Hingham MA 11/2019 05/2022
Jpmorgan Chase Bank, N.A. Dedham MA 11/2018 11/2019
Unemployed Scituate MA 09/2018 10/2018
L. Knife & Son Kingston MA 05/2018 08/2018
Berkshire Dining Hall Amherst MA 01/2018 05/2018
University Of Massachusetts Amherst MA 09/2015 05/2018
Uber Amherst MA 09/2017 03/2018
L. Knife & Son Kingston MA 05/2017 08/2017
Blu Mussel Cohasset MA 11/2016 01/2017
Nantucket Yacht Club Nantucket MA 07/2016 09/2016
Fidelity Investments Merrimack NH 06/2022 04/2024
Natixis Distribution, Llc Boston MA 04/2024 Present
Natixis Advisors, Llc Boston MA 04/2024 Present
  • 11/2019 → 05/2022
    J.P. Morgan Securities Llc
    Hingham, MA
  • 11/2018 → 11/2019
    Jpmorgan Chase Bank, N.A.
    Dedham, MA
  • 09/2018 → 10/2018
    Unemployed
    Scituate, MA
  • 05/2018 → 08/2018
    L. Knife & Son
    Kingston, MA
  • 01/2018 → 05/2018
    Berkshire Dining Hall
    Amherst, MA
  • 09/2015 → 05/2018
    University Of Massachusetts
    Amherst, MA
  • 09/2017 → 03/2018
    Uber
    Amherst, MA
  • 05/2017 → 08/2017
    L. Knife & Son
    Kingston, MA
  • 11/2016 → 01/2017
    Blu Mussel
    Cohasset, MA
  • 07/2016 → 09/2016
    Nantucket Yacht Club
    Nantucket, MA
  • 06/2022 → 04/2024
    Fidelity Investments
    Merrimack, NH
  • 04/2024 → Present
    Natixis Distribution, Llc
    Boston, MA
  • 04/2024 → Present
    Natixis Advisors, Llc
    Boston, MA
Previous Registrations
  • 2022-11-29 → 2024-04-03
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

Seasons 52 / No / Burlington, MA / Restaurant / Server / 7-25-25 / 64 / 0 / Serving tables.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
S63 Uniform Securities Agent State Law Examination 2020-05-22
  • S66 Uniform Combined State Law Examination
    2022-11-18
  • S63 Uniform Securities Agent State Law Examination
    2020-05-22
Other Names
  • Jake Treanor
  • Jake Conway Treanor

View on SEC IAPD

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BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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