James Michael Healy

Employer firm

Gateway Wealth Partners, LLC CRD 322789

$2.28B regulatory AUM 50 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2010 → 06/2018
  Dunkin' Brands, Inc.
  Canton, MA
• 06/2018 → 11/2023
  Keurig Dr. Pepper
  Burlington, MA
• 04/2024 → 12/2025
  Main Street Financial Advisory Llc
  West Newbury, MA
• 12/2023 → 03/2024
  Unemployed
  North Andover, MA
• 01/2026 → Present
  Gateway Wealth Partners, Llc
  North Andover, MA

Previous Registrations

• 2024-05-01 → 2026-01-05
  Main Street Financial Advisory Llc
  West Newbury, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-10

Other Names

• James M. Healy
• James M Healy