Unclaimed Profile

Jeffrey Matthew Mortimer

BAINCO INTERNATIONAL INVESTORS LLC·BOSTON, Massachusetts

Series 7, Series 65, Series 66Clean record19 years registeredBAINCO INTERNATIONAL INVESTORS LLC

500 BOYLSTON STREET, BOSTON, MA 02116CRD# 2497060Firm CRD# 106053

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Matthew Mortimer · BOSTON, MA

Registration

CRD #2497060 · BAINCO INTERNATIONAL INVESTORS LLC · 19 years registered

Brand Profile

Not yet started

Career History

ELYXIUM WEALTH LLC

Jun 2025 – present

BAINCO INTERNATIONAL INVESTORS LLC

Sep 2010 – Jun 2012

BOSTON, MA

CHARLES SCHWAB & CO., INC.

Aug 2006 – Dec 2008

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · August 31, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAINCO INTERNATIONAL INVESTORS LLC

CRD 106053 · SEC 801-29654

AUM

$1.0B

Regulatory assets under management

Employees

663 client accounts

Services offered by BAINCO INTERNATIONAL INVESTORS LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BAINCO INTERNATIONAL INVESTORS LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Matthew Mortimer offer?

Jeffrey Matthew Mortimer specializes in Investment Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Jeffrey Matthew Mortimer's credentials?

Jeffrey Matthew Mortimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Matthew Mortimer located?

Jeffrey Matthew Mortimer is based in BOSTON, Massachusetts, working with BAINCO INTERNATIONAL INVESTORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Jeffrey Matthew Mortimer charge for services?

Jeffrey Matthew Mortimer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAINCO INTERNATIONAL INVESTORS LLC?

BAINCO INTERNATIONAL INVESTORS LLC has approximately 16 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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