JE
Justin E Oates
CRD 5369863
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Northeast Investment Management Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Eckley Fund For The Poor Of Boston | TRUSTEE, SEE SCH O | — | 06/30/2025 |
| The Play Brigade Inc | TREASURER AND CFO | — | 06/30/2025 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Northeast Investment Management Inc
Director · 10% – 25% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗