Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
10yrs
Jay Willadsen has worked in the financial industry for 10 years and is a financial advisor based in Boston, Massachusetts. Jay has been with Leeward Investments since 2022; before that, Jay spent five years at LMCG Investments. Jay holds the CFA designation.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office10 Winthrop Square Suite 500, Boston, MA 02110
How the firm is paid ?Percent of assets
Typical client at the firm ?$7.74 million
Advisors at the firm2
States licensed ?1 state
Services through Leeward Investments
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowLeeward InvestmentsCurrent firm
- 2017 – 2022LMCG Investments, LLCPreviously
Contact Jay
(617) 468-6700Leeward Investments main office 10 Winthrop Square Suite 500Boston, MA 02110Office · Get directions LinkedIn pageLeeward Investments
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call Leeward Investments at (617) 468-6700 and ask for Jay Willadsen. Jay works from the Boston, MA office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Jay hold?
No exams are listed on the official record.
Is Jay a fiduciary?
Jay is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jay paid?
Leeward Investments reports being paid by a percentage of the assets they manage. Ask Jay 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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