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Daniel F. Friel

Jsk Capital Advisors, LLC

Waltham, MA

CRD 6168165

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Employer firm

Jsk Capital Advisors, LLC CRD 167038

$10.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Jsk Capital Advisors, Llc

404 Wyman Street Suite 380, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-04-05
  • MA RA
    APPROVED
    Since 2013-04-05

Branch Locations

404 Wyman Street Suite 380, 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
Jsk Capital Advisors, Llc Waltham MA 02/2013 Present
Daniel F. Friel Cpa, Pc Waltham MA 12/1995 Present
Other Businesses

CPA, OWNER OF DANIEL F. FRIEL, CPA, PC, SAME ADDRESS, NON-INVESTMENT RELATED. MORE THAN 50% OF BUSINESS TIME.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MONTIS FINANCIAL, LLC
PROSPECT HILL GROWTH PARTNERS, L.P.
BALLENTINE PARTNERS

Nearby Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE

Nearby Offices

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

More in Waltham, MA

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