Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
New
Jake Frame
Financial advisor at Columbia Management Investment Advisers
Jake Frame is a fiduciary financial advisor in Boston, Massachusetts, registered since Aug 2026. Jake joined Columbia Management Investment Advisers in 2026, a firm offering investment management, private fund management, and selecting outside investment managers. Columbia Management Investment Advisers reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office290 Congress Street, Boston, MA 02210
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$817,545
Advisors at the firm201
States licensed ?1 state
Services through Columbia Management Investment Advisers
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
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 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowColumbia Management Investment Advisers, LLCCurrent firm
Contact Jake
Local office(617) 747-1289Ask for Jake. (800) 225-2365Main office 290 Congress StreetBoston, MA 02210Office · Get directions LinkedIn pageColumbia Management Investment Advisers
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Questions to ask Jake
Tailored to Jake’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jake
How do I contact Jake?
Call Jake’s local office at (617) 747-1289 or the Columbia Management Investment Advisers main office at (800) 225-2365, and ask for Jake Frame.
How long has Jake been a financial advisor?
Jake is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Jake hold?
Series 66. Tap any license on this page to see what it allows.
Is Jake a fiduciary?
Jake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jake paid?
Columbia Management Investment Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Jake 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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