Jake Conway Treanor
Investment adviser representative at Natixis Advisors, LLC
11 yearsExperience
1 stateRegistered in
$108.7BFirm assets
31 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Natixis Advisors, LLCApr 2024 to now
- Natixis Distribution, LLCApr 2024 to now
- Fidelity InvestmentsJun 2022 to Apr 2024
- J.P. Morgan Securities LLCNov 2019 to May 2022
- JPMorgan Chase Bank, N.A.Nov 2018 to Nov 2019
- UnemployedSep 2018 to Oct 2018
- L. Knife & SonMay 2018 to Aug 2018
- Berkshire Dining HallJan 2018 to May 2018
- UberSep 2017 to Mar 2018
- L. Knife & SonMay 2017 to Aug 2017
- Blu MusselNov 2016 to Jan 2017
- University of MassachusettsSep 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Natixis Advisors, LLC
$108.7BAssets managed
115,562Clients
57Advisers
31 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
- 7206246
- Firm CRD
- 106800