James Francis Mahon
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.
- Ballentine Partners, LLCJun 2026 to now
- Rockerfeller Capital ManagementJun 2025 to Aug 2025
- UBS Wealth ManagementJun 2024 to Aug 2024
- UBS Wealth ManagementJun 2023 to Aug 2023
- Boston CollegeAug 2022 to May 2026
- UnemployedJun 2022 to Aug 2022
- Lasalle College High SchoolAug 2018 to May 2022
- Gwynedd Mercy AcademyAug 2016 to Aug 2018
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
- 7773199
- Firm CRD
- 152802