Jason Longtin graduated from the Isenberg School of Management at the University of Massachusetts Amherst in 1997 and is a Vice President of Investments at Northeast Investment Advisors, LLC. Northeast Investment Advisors is a boutique wealth management company that provides advice to individuals and businesses specializing in investment management, retirement and estate planning, succession planning and strategic philanthropy.
Jason began his career in 1998 and joined Northeast Investment Advisors in the spring of 2007. Jason has 12 years of industry experience and has been a registered with FINRA since 1999. He has extensive strategic knowledge involving stocks, bonds, options, mutual funds, money managers, annuities and insurance.
Jason’s core business practice involves education and service. His goal is to educate clients on how to successfully navigate through volatile market conditions and economic cycles, through strategic investing and thorough review processes. Jason spends much of his time communicating with clients to help ensure client objectives and risk tolerance are being met. Jason works with a long list of mutual fund families, stocks, UITs, preferred stock, bond annuities, and life insurance from a long list of carriers. Retirement planning, tax efficiency, estate planning strategies and college planning are additional areas in which Jason can assist you with as part of a review. Reviews are always provided at no charge, whether it is your company 401K/403B, or other investments held outside of your company retirement plan that concern you. Jason is an additional resource for you to take advantage of.
Jason T. Longtin holds his Series 7, 63, and 65 securities registrations. He also has a Life Insurance license.