James Carnevale has been President / Director of Sentinel Pension Advisors since April 2016, is a control person of the firm and directly owns under 5% of it. James Carnevale holds a Juris Doctor from Massachusetts School of Law and a Bachelor of Arts in Economics from the College of the Holy Cross.
Sentinel Pension Advisors, LLC is a Wakefield, MA firm with $11.9B under management, 2,056 clients and 48 advisers across 24 offices, as of its May 2026 filing.
Jim Carnevale is Partner of Sentinel Group. He mentors younger associates and helps lead Sentinel's financial planners. He has more than 25 years of various insurance and investment experience and, as a business owner himself, offers guidance to corporate clients.
- – present · 24 yearsWakefield, MA · Adviser representative · Firm CRD 109901
Professional designations
Listed by Sentinel Pension Advisors
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®, AIF®
- Certified Employee Benefits Consultant
- Chartered Life Underwriter
- Chartered Financial Consultant
- Registered Health Underwriter
Investment adviser representative registrations
James Carnevale is registered as an investment adviser representative in 4 states. The first approvals date from July 2002; the most recent is Texas, in June 2024.
- MassachusettsSince 25 July 2002
- New HampshireSince 20 October 2021
- Rhode IslandSince 9 January 2017
- TexasSince 7 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 52TO | Municipal Securities Representative Examination | 25 September 2025 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 1 July 2002 |
| Series 53 | Municipal Securities Principal Examination | 22 April 2002 |
| Series 24 | General Securities Principal Examination | 21 March 2001 |
| Series 7 | General Securities Representative Examination | 5 June 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 February 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 27 February 1996 |
- Name
- Municipal Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Michael Carnevale
- CRD
- 2710745
- Firm
- Sentinel Pension Advisors · CRD 109901
- Role
- President / Director
- Office
- 100 QUANNAPOWITT PKWY, SUITE 402, Wakefield, MA 01880
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- sentinelgroup.com
Where does James Carnevale work?
James Carnevale has been President / Director of Sentinel Pension Advisors, LLC since April 2016, and is a control person of the firm.
Is James Carnevale a financial advisor?
Yes. James Carnevale has a current investment-adviser registration in Massachusetts, New Hampshire, Rhode Island and Texas, through Sentinel Pension Advisors since July 2002.
How many years of experience does James Carnevale have?
James Carnevale has 29 years in the financial industry, since May 1997, across 1 adviser firm.
What exams has James Carnevale passed?
James Carnevale has passed 7 licensing exams: the Series 63, Series 6, Series 7, Series 24, Series 53, Series 4 and Series 52TO. The earliest, the Series 63, was passed in February 1996. FINRA credited James Carnevale with the SIE, which began in October 2018.
Where is James Carnevale based?
James Carnevale’s registered office is in Wakefield, MA.
Is James Carnevale registered with FINRA?
Yes. James Carnevale has a current broker registration, under CRD 2710745.
Source: FINRA BrokerCheck
Is James Carnevale a CFP?
Sentinel Pension Advisors lists James Carnevale with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify James Carnevale’s record?
Search CRD 2710745 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish James Carnevale’s full registration record.
