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Advisors / Massachusetts / Boston
24yrs

John Garrett

Financial advisor at MFS Institutional Advisors

John Garrett is a fiduciary financial advisor in Boston, Massachusetts, with 24 years in the industry. John joined MFS Institutional Advisors in 2011, after three years at Natixis Advisors. MFS Institutional Advisors offers investment management, private fund management, and retirement plan consulting and is paid through a percentage of assets and performance-based fees.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02199Fiduciary advisor
Call the officeDirections

At a glance

Experience24 years (since 2003)
How that compares ?More experience than 72% of advisors in Boston
Office111 Huntington Avenue, Boston, MA 02199
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$334,948
Advisors at the firm53
States licensed ?1 state

Services through MFS Institutional Advisors

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2011 – now
  2. 2008 – 2011

Questions to ask John

Tailored to John’s registration and firm.

  1. Your firm can charge performance-based fees. Would that apply to me?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call MFS Institutional Advisors at (617) 954-5000 and ask for John Garrett. John works from the Boston, MA office.

How long has John been a financial advisor?

John has been in the industry since 2003, about 24 years. More experience than 72% of advisors in Boston.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

MFS Institutional Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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