Jeff Joseph Cashin
Investment adviser representative at Mayflower Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8BFirm assets
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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
- Pension consulting
Experience
13 years in the industry.
- Mayflower AdvisorsMay 2022 to now
- Mayflower Financial Advisors, LLCMay 2022 to now
- Private Client Services, LLCMay 2022 to now
- Fifth Third Private BankFeb 2013 to Mar 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mayflower Advisors
Legal name: Mayflower Financial Advisors, LLC
$5.8BAssets managed
1,225Clients
27Advisers
6 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
- 5349428
- Firm CRD
- 307857