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Justin Jacobson Mcnamara

MCNAMARA FINANCIAL SERVICES, INC.·MARSHFIELD, Massachusetts
Series 6, Series 62, Series 63CFP13 years registeredMCNAMARA FINANCIAL SERVICES, INC.
1020 PLAIN STREET, MARSHFIELD, MA 02050CRD# 4609506Firm CRD# 154311

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justin Jacobson Mcnamara · MARSHFIELD, MA
Registration
CRD #4609506 · MCNAMARA FINANCIAL SERVICES, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

MCNAMARA FINANCIAL SERVICES, INC.
Feb 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 62
Series 63
Registration record
First registered · February 4, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

2013Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
MCNAMARA FINANCIAL SERVICES, INC.
CRD 154311 · SEC 801-71682
AUM
$605M
Regulatory assets under management
Employees
11
2,594 client accounts
Services offered by MCNAMARA FINANCIAL SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCNAMARA FINANCIAL SERVICES, INC. →
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05

Frequently Asked Questions

What services does Justin Jacobson Mcnamara offer?
Justin Jacobson Mcnamara specializes in Financial Planning, Investment Management. Contact their office in MARSHFIELD, Massachusetts for a consultation.
What are Justin Jacobson Mcnamara's credentials?
Justin Jacobson Mcnamara holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Justin Jacobson Mcnamara located?
Justin Jacobson Mcnamara is based in MARSHFIELD, Massachusetts, working with MCNAMARA FINANCIAL SERVICES, INC.. Their office serves clients in the MARSHFIELD metropolitan area and surrounding communities.
How does Justin Jacobson Mcnamara charge for services?
Justin Jacobson Mcnamara's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCNAMARA FINANCIAL SERVICES, INC.?
MCNAMARA FINANCIAL SERVICES, INC. has approximately 11 employees and manages $605M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCNAMARA FINANCIAL SERVICES, INC.

Michael Joseph Mcnamara
MARSHFIELD, MA
CFP
Alyssa Mcnamara Reed
MARSHFIELD, MA
CFP

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