Jack Wilson Mccarty

Employer firm

Coastal Bridge Advisors CRD 152569

$5.02B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2025 → 06/2026
  One Charles Private Wealth
  Hingham, MA
• 09/2024 → 10/2025
  Loomis Sayles
  Boston, MA
• 06/2022 → 08/2024
  1230 Ocean Bistro
  Narragansett, RI
• 02/2023 → 08/2023
  Rise Private Wealth Management
  Portsmith, NH
• 06/2017 → 08/2021
  Jim's Dock
  Narragansett, RI
• 09/2020 → 05/2024
  University Of New Hampshire
  Durham, NH
• 09/2016 → 06/2020
  High School
  Wakefield, RI
• 07/2026 → Present
  Coastal Bridge Advisors, Llc
  Hingham, MA

Previous Registrations

• 2026-02-02 → 2026-08-28
  One Charles Private Wealth
  Hingham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-31