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Jackson Darcy Roberts

Pallas Capital Advisors, LLC

Braintree, MA

CRD 7550220

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Employer firm

Pallas Capital Advisors, LLC CRD 310327

$4.31B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Pallas Capital Advisors, Llc

45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-03-06
  • MA RA
    APPROVED
    Since 2024-03-06

Branch Locations

45 Braintree Hill Office Park Suite 201, Braintree, MA 02184 • 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
Pallas Capital Advisors, Llc Braintree MA 09/2023 Present
Raymond James & Associates, Inc. New York NY 06/2023 07/2023
Town Of Nantucket Nantucket MA 06/2018 08/2023
Tulane University New Orleans LA 08/2019 05/2023
The Roxbury Latin School West Roxbury MA 08/2015 05/2019
  • 09/2023 → Present
    Pallas Capital Advisors, Llc
    Braintree, MA
  • 06/2023 → 07/2023
    Raymond James & Associates, Inc.
    New York, NY
  • 06/2018 → 08/2023
    Town Of Nantucket
    Nantucket, MA
  • 08/2019 → 05/2023
    Tulane University
    New Orleans, LA
  • 08/2015 → 05/2019
    The Roxbury Latin School
    West Roxbury, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-06
  • S65 Uniform Investment Adviser Law Examination
    2024-01-06
Other Names
  • Jackson Roberts

View on SEC IAPD

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Nearby Investors

Dante Marco Coppola
ADAM J DANI
ALEXANDER GREGORY WEISS

Nearby Offices

NAPIER FINANCIAL · BRAINTREE, MA
MG FINANCIAL LLC · BRAINTREE, MA
MUTUAL OF OMAHA INVESTOR SERVICES, INC. · BRAINTREE, MA

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