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James Ralph Jasinski

Investment adviser representative at Cape Ann Capital, Inc.
17 yearsExperience
1 stateRegistered in
$193MFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Cape Ann Capital, Inc.Jul 2009 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (MA).

Cape Ann Capital, Inc.

$193MAssets managed
246Clients
2Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2571023
Firm CRD
128942
Advisor's SEC record (opens in a new tab)
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