Jacob D Murray
Investment adviser representative at Bay Colony Advisors
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Bay Colony AdvisorsNov 2023 to now
- Securities America, Inc.Jun 2018 to Aug 2022
- The Patriot Financial Group, LLCJan 2017 to Nov 2023
- LPL Financial LLCJan 2017 to Jun 2018
- Valmark Securities, Inc.Jun 2015 to Dec 2016
- Wealth Impact PartnersAug 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
Bay Colony Advisors
Legal name: Bay Colony Advisory Group, Inc.
$1.4BAssets managed
2,668Clients
27Advisers
10 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
- 5866537
- Firm CRD
- 152583