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Janet Lynn Schwartz

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
MA RA APPROVED 2023-11-15
  • MA RA
    APPROVED
    Since 2023-11-15

Branch Locations

230 Third Ave, 6Th Fl, 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
Sandy Cove Advisors, Llc Hingham MA 02/2022 03/2023
Unemployed Wayland MA 11/1995 01/2022
Ballentine Partners, Llc Waltham MA 08/2023 02/2025
Unemployed Wayland MA 03/2023 08/2023
Ballentine Partners, Llc Waltham MA 02/2025 Present
  • 02/2022 → 03/2023
    Sandy Cove Advisors, Llc
    Hingham, MA
  • 11/1995 → 01/2022
    Unemployed
    Wayland, MA
  • 08/2023 → 02/2025
    Ballentine Partners, Llc
    Waltham, MA
  • 03/2023 → 08/2023
    Unemployed
    Wayland, MA
  • 02/2025 → Present
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-20
  • S65 Uniform Investment Adviser Law Examination
    2022-05-20
Designations
Other Names
  • Janet Lynn Watson

View on SEC IAPD

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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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