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Jonathan Radford

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
FL RA APPROVED 2025-10-02
MA RA APPROVED 2023-08-09
  • FL RA
    APPROVED
    Since 2025-10-02
  • MA RA
    APPROVED
    Since 2023-08-09

Branch Locations

230 Third Ave, Fl 6, 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
Td Bank N.A. Waterbury CT 05/2022 07/2023
Td Private Client Wealth Llc Waterbury CT 05/2022 07/2023
Td Bank N.A. North Andover MA 08/2021 06/2022
Td Bank N.A. Groveland MA 11/2019 08/2021
Chunky's Cinema Pub Haverhill MA 06/2017 01/2019
School Amherst MA 08/2015 06/2019
Unemployed Haverhill MA 06/2019 11/2019
Ballentine Partners, Llc Waltham NH 07/2023 12/2025
Ballentine Partners, Llc Waltham MA 01/2026 Present
  • 05/2022 → 07/2023
    Td Bank N.A.
    Waterbury, CT
  • 05/2022 → 07/2023
    Td Private Client Wealth Llc
    Waterbury, CT
  • 08/2021 → 06/2022
    Td Bank N.A.
    North Andover, MA
  • 11/2019 → 08/2021
    Td Bank N.A.
    Groveland, MA
  • 06/2017 → 01/2019
    Chunky's Cinema Pub
    Haverhill, MA
  • 08/2015 → 06/2019
    School
    Amherst, MA
  • 06/2019 → 11/2019
    Unemployed
    Haverhill, MA
  • 07/2023 → 12/2025
    Ballentine Partners, Llc
    Waltham, NH
  • 01/2026 → Present
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-04
  • S65 Uniform Investment Adviser Law Examination
    2022-06-04
Designations

View on SEC IAPD

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MONTIS FINANCIAL, LLC · WALTHAM, MA
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BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
BALLENTINE PARTNERS · Waltham, MA
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