Unclaimed Profile

James Ralph Jasinski

CAPE ANN CAPITAL, INC.·MANCHESTER, Massachusetts

Series 6, Series 7, Series 24, Series 55, Series 63, Series 66Clean record16 years registeredCAPE ANN CAPITAL, INC.

13 WOODCREST ROAD, MANCHESTER, MA 01944CRD# 2571023Firm CRD# 128942

Profile Verification

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

Identity

James Ralph Jasinski · MANCHESTER, MA

Registration

CRD #2571023 · CAPE ANN CAPITAL, INC. · 16 years registered

Brand Profile

Not yet started

Career History

CAPE ANN CAPITAL, INC.

Jun 2010 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 55

Series 63

Series 66

Registration record

First registered · June 14, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPE ANN CAPITAL, INC.

CRD 128942 · SEC 801-66982

AUM

$187M

Regulatory assets under management

Employees

256 client accounts

Services offered by CAPE ANN CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPE ANN CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does James Ralph Jasinski offer?

James Ralph Jasinski specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANCHESTER, Massachusetts for a consultation.

What are James Ralph Jasinski's credentials?

James Ralph Jasinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Ralph Jasinski located?

James Ralph Jasinski is based in MANCHESTER, Massachusetts, working with CAPE ANN CAPITAL, INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.

How does James Ralph Jasinski charge for services?

James Ralph Jasinski's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPE ANN CAPITAL, INC.?

CAPE ANN CAPITAL, INC. has approximately 3 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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