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Jonathan Brooks Indra Staley

THE PROGRAM WORKS, INC.·NEWTON, Massachusetts
Unclaimed Profile
450 LEXINGTON STREET, NEWTON, MA 02466CRD# 6315278Firm CRD# 132797
01

About

Jonathan Brooks Indra Staley is a registered financial advisor based in NEWTON, Massachusetts, affiliated with THE PROGRAM WORKS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE PROGRAM WORKS, INC.
TPW FINANCIAL
AUM
$261M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at THE PROGRAM WORKS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6315278
Firm CRD# 132797
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Brooks Indra Staley offer?
Jonathan Brooks Indra Staley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Jonathan Brooks Indra Staley's credentials?
Jonathan Brooks Indra Staley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Brooks Indra Staley located?
Jonathan Brooks Indra Staley is based in NEWTON, Massachusetts, working with THE PROGRAM WORKS, INC.. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Jonathan Brooks Indra Staley charge for services?
Jonathan Brooks Indra Staley'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 THE PROGRAM WORKS, INC.?
THE PROGRAM WORKS, INC. has approximately 3 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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