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1309 Beacon St. Suite 300, Brookline, MA 02446 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-18 |
| MA | RA | APPROVED | 2025-05-06 |
Branch Locations
1309 Beacon St. Suite 300, Brookline, MA 02446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Working Capital | Boston | MA | 06/2018 | 01/2025 |
| Edic | Boston | MA | 01/2015 | 06/2018 |
| Nubian Square Investment Advisors | Brookline | MA | 03/2025 | Present |
Jason Andrade is an independent insurance agent through Nubian Square Life and Health LLC. As such, Jason, in his separate capacity as either an insurance agent, will be able to purchase insurance and insurance-related investment products (insurance) for your account, for which they will receive separate and customary compensation. While Jason Andrade endeavors at all times to put the interest of our Clients first as part of our firm's fiduciary duty, you should be aware that the receipt of additional compensation itself creates a conflict of interest, and may affect their judgment when making recommendations. Jason Andrade is the Founder and Director of ClearPatch Wealth Advisors Inc. ClearPath Wealth Advisors Inc. provides financial education and small business services. Jason spends approximately 5 hours per month engaged in this activity. Jason Andrade is also the Director of Research and Membership Engagement for Partnership for Financial Equity, an organization uniting Community Redevelopment Officers, financial professionals, and community and non-profit leaders, addressing racial wealth gaps and enhancing the financial well-being of all Massachusetts residents. This accounts for approximately 35 hours per week of his time.
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