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Jack William Karasin

Investment adviser representative at Ballentine Partners
10 yearsExperience
2 statesRegistered in
$15.3BFirm assets
16 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 assetsHourlyFixed or flat feeOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Ballentine Partners, LLCJun 2026 to now
  2. Fft Wealth ManagementJun 2025 to Aug 2025
  3. Lindberg & RippleJun 2024 to Aug 2024
  4. Boston UniversitySep 2022 to May 2026
  5. UnemployedMay 2022 to Sep 2022
  6. Kentmont Kenwood CampJun 2021 to Jul 2021
  7. Pine Crest SchoolAug 2016 to May 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (MA, NH).

Ballentine Partners

Legal name: Ballentine Partners, LLC

$15.3BAssets managed
353Clients
90Advisers
16 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
7743871
Firm CRD
152802
Advisor's SEC record (opens in a new tab)
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