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Jayson DeAngelis

Chief Development Officer at Ballentine Partners

Investment adviser registrationWaltham, MASEC record checked 18 October 2026

22
Years in the industry
16
Years at the firm
3
Adviser firms
4
State registrations

IAPD record retrieved 18 October 2026SEC record

Jayson DeAngelis is Chief Development Officer of Ballentine Partners, LLC, a Waltham investment adviser managing $15.3B. Jayson DeAngelis has been registered through Ballentine Partners since 22 February 2010, has 22 years in the industry across 3 firms and has passed the Series 7 and Series 66.

Role at Ballentine Partners

Title on Schedule A
Chief Development Officer
Control
Jayson DeAngelis is a control person of Ballentine Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jayson DeAngelis has held the filed role since January 2021.

The firm

Ballentine Partners, LLC
Waltham, MA

Form ADV filed 23 September 2026

$15.3B AUM353 clients87 advisers5 offices

Career on record

Jayson DeAngelis has been registered through Ballentine Partners since February 2010, and before that through Merrill Lynch Pierce Fenner & Smith Inc..

Firms and exams, newest first
  1. Ballentine PartnersCurrent
    – present · 17 years
    Waltham, MA · Adviser representative · Firm CRD 152802
  2. Ballentine Finn & Co Inc
    – · 4 years
    Waltham, MA · Adviser representative · Firm CRD 108853
  3. Merrill Lynch Pierce Fenner & Smith Inc.
    – · 2 years
    Boston, MA · Adviser representative · Firm CRD 7691
  4. Passed Series 7 and Series 66 · 2003

Registrations and exams

Jayson DeAngelis has a current investment-adviser registration in Florida, Massachusetts, New Hampshire and Texas and has passed 2 qualifying exams.

Florida2 December 2015
Scope
Investment adviser representative
Status
Approved
Massachusetts23 February 2010
Scope
Investment adviser representative
Status
Approved
New Hampshire25 August 2011
Scope
Investment adviser representative
Status
Approved
Texas23 March 2021
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6615 August 2003
Name
Uniform Combined State Law Examination
Series 731 July 2003
Name
General Securities Representative Examination

Individual record

Full name
Jayson Stephen DeAngelis
CRD
4672117
Firm
Ballentine Partners, LLC
Registration status
Investment adviser registration
Office
230 3RD AVE., 6TH FLOOR, Waltham, MA 02451
Firm bio
ballentinepartners.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Jayson DeAngelis is a partner and chief development officer at Ballentine Partners. The firm says he graduated from George Washington University with a BBA in finance. Official firm biography

Education

Common questions

Where does Jayson DeAngelis work?

Jayson DeAngelis has been Chief Development Officer of Ballentine Partners, LLC since January 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 23 September 2026

Is Jayson DeAngelis a financial advisor?

Yes. Jayson DeAngelis has a current investment-adviser registration in Florida, Massachusetts, New Hampshire and Texas, through Ballentine Partners since February 2010, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Jayson DeAngelis have?

Jayson DeAngelis has worked in the financial industry for 22 years as of 18 October 2026, counted from 7 February 2004, across 3 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Jayson DeAngelis passed?

Jayson DeAngelis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2003.

Source: IAPD individual record, checked 18 October 2026

Where did Jayson DeAngelis work before Ballentine Partners?

Before Ballentine Partners, Jayson DeAngelis was registered through Merrill Lynch Pierce Fenner & Smith Inc., December 2003 to June 2006.

Source: IAPD individual record, checked 18 October 2026

Where is Jayson DeAngelis based?

Jayson DeAngelis’ registered office is in Waltham, MA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Ballentine Partners

Sources

  1. IAPD individual record, CRD 4672117. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ballentine Partners, LLC, filed 23 September 2026. Title, control and ownership bands.
  3. Ballentine Partners team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jayson DeAngelis or Ballentine Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.