Philip Perry Jameson

Current Employers

Employment History

• 08/1988 → 03/2024
  G.W. & Wade, Inc.
  Wellesley, MA
• 09/1990 → 12/2023
  G. W. & Wade Asset Management Company, Inc.
  Wellesley, MA
• 03/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 1994-04-14 → 2024-03-21
  Gw & Wade, Llc
  Wellesley, MA
  Wellesley, MA

Other Businesses

1) Clergy Health and Retirement Trust; Investment related business; 66 Brooks Drive Braintree, MA 02184; Investment Committee Member; Review of trust investment allocation and performance of holdings as part of Investment Committee; Start date 6/1/18; One hour or less per month devoted to the other business; One hour or less per month devoted during securities trading hours; Meet quarterly to review investments of trust fund. I do not recommend specific mutual funds, individual stocks or other securities. 2) Agra LLC; Investment related business; 47 Flanagan Drive Framingham MA 01701; Special Manager of investment activity for client of Colony (formerly a GW & Wade client); Start date = 11/7/2018; 1-5 hours per month devoted to the other business; 1-5 hours per month devoted during securities trading hours; Duties include authority to make distributions to members, determine compensation of officers, approve admission of new members, approve transfer of interests and dissolution of company; No compensation received 3) Town of Wellesley, Advisory Committee; Non-investment related business; Wellesley, MA; Advisory Committee reviews issues that are presented for vote and makes recommendation to Town Meeting Members; Advisory Committee Member; Start date = 7/1/2023; 11-20 hours per month devoted to other business activity; 0 hours per month devoted during securities trading hours; I research issues and impact on the town, attend various committee meetings, make recommendation re: action

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-12

Other Names

• Phil Jameson