Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
8yrs
Based in Boston, Massachusetts, Jeffrey Scheer is a financial advisor with 8 years of industry experience. Jeffrey joined Pathstone in 2018, a firm offering financial planning, investment management, and private fund management. Jeffrey holds the CFA designation.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office24 Federal Street, Boston, MA 02110
FirmPathstone
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$46 million
Advisors at the firm203
States licensed ?1 state
Services through Pathstone
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
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
- 2018 – nowPathstoneCurrent firm
Contact Jeffrey
Local office(617) 350-8999Ask for Jeffrey. (201) 944-7284Main office · Englewood, NJ 24 Federal StreetBoston, MA 02110Office · Get directions LinkedIn pagePathstone
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Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Jeffrey
How do I contact Jeffrey?
Call Jeffrey’s local office at (617) 350-8999 or the Pathstone main office at (201) 944-7284, and ask for Jeffrey Scheer.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Jeffrey hold?
No exams are listed on the official record.
Is Jeffrey a fiduciary?
Jeffrey is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jeffrey paid?
Pathstone reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Jeffrey 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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