David Mason
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Athol, MA 01331
Credentials
CFP®, ChFC®, Series 66
Industry experience
8 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Wealth management
General retirement planning
Work history
Edward Jones
2017 - Present (9 years)
Unemployed
2016 - 2017 (1 year)
E.T. & L. Corp
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Berklee V
Series 63, Series 66
Gardner, MA
Fidelity
Berklee Vaillancourt is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Berklee partners with clients and their Wealth Management Advisors to address unique service and planning needs. Berklee has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects experience across various facets of client relationship management and financial planning within the firm.
Amanda M
ChFC®, Series 66
Gardner, MA
Edward Jones
Jordyn L
Series 66
Winchendon, MA
Edward Jones
John M
Series 66
Westminster, MA
Edward Jones
Jahan M
CFP®, Series 66
Hubbardston, MA
Edward Jones
Lauren S
Series 66
Gardner, MA
Edward Jones
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