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Jonathan Brooks Marston

Flagship Harbor Advisors, LLC

Boston, MA

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Current Employers
Flagship Harbor Advisors, Llc

346 Commercial Street, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-27
  • MA RA
    APPROVED
    Since 2026-01-27

Branch Locations

346 Commercial Street, Boston, MA 02109 • 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
Cantella & Co., Inc. Boston MA 03/2017 05/2022
New Cove Aqua Farmer Duxbury MA 05/2014 03/2017
St. Sebastien's School Needham MA 02/2017 06/2017
Fidelity Investments Smithfield RI 05/2022 01/2025
Lpl Financial Llc Boston MA 01/2025 Present
Flagship Harbor Advisors, Llc Boston MA 01/2026 Present
  • 03/2017 → 05/2022
    Cantella & Co., Inc.
    Boston, MA
  • 05/2014 → 03/2017
    New Cove Aqua Farmer
    Duxbury, MA
  • 02/2017 → 06/2017
    St. Sebastien's School
    Needham, MA
  • 05/2022 → 01/2025
    Fidelity Investments
    Smithfield, RI
  • 01/2025 → Present
    Lpl Financial Llc
    Boston, MA
  • 01/2026 → Present
    Boston, MA
Other Businesses

1 - 03/2025 - Munroe Morrow Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 03/2025 - Laxachusetts - Coach/ Sports/ Fitness - Not Inv Related - 12 Hours/Month - MA 02190 - OBA Start Date: 06/01/2016. 3 - 03/27/2025 - Flagship Harbor Advisors - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:01/21/2025 - 0 Hrs/Mth - 0 Hrs During Trading.I provide administrative support to Flagship Harbor Advisors, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-18
  • S66 Uniform Combined State Law Examination
    2025-06-18
Other Names
  • Brooks Jonathan Marston
  • Jonathan Brooks Marston
  • Jonathan Brooks Marston
  • Jonathan Marston

View on SEC IAPD

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