Jason Ruel

Managing Partner, Wealth Advisor at Northeast Investment Group

Role: Managing Partner, Wealth Advisor at Northeast Investment Group
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Jason Ruel

Securities offered through Kestra Investment Services, LLC (Kestra IS), member…

Experience

Managing Partner, Wealth Advisor
Northeast Investment Group
Jun 2022 — Present · Burlington, MA, US

Education

University of Washington
MBA
2003 — 2005
Boston University
MS, Computer Science
2001 — 2003
Boston College
BA, Computer Science, Economics
1995 — 1999

Skills

Asset Allocation
Retirement Planning
Series 31
Financial Markets
Six Sigma
Financial Analysis
Java
Series 7
Finance
Insurance
Wealth Management
Visual Basic
Financial Advisory
Cocoa
Series 66
C++
Investments
Investment Strategies
Estate Planning
Programming
Management

Contact information

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Work email
•••••@northeastinvestmentgroup.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Northeast Investment Group

Financial Services · 13 employees · Founded 2007 · Cranston, Rhode Island, United States

Through life’s ups and downs, the Northeast Investment Group is here with real-life wealth management services so you can easily and confidently make sense of your finances in today’s complex world. To us, you’re not just a client. You’re a part of our family. That’s why we make it convenient for you to get the education and guidance you need to make important decisions as you grow your wealth. Our financial services, resources and tools are optimized using technology that’s easy to use so it fits today’s fast evolving standards and busy lifestyles. Now you can stay on top of your finances no matter where you go – we’re just a Wi-Fi connection or phone call away. Plus we’ll make sure to stay in touch through regularly scheduled meetings so you know where you stand financially every step of the way. The Northeast Investment Group has experience advising individuals, business owners, professionals, retirees and their families for over 75 years collectively. Simply put – we’re in this with you for the long run. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC. Northeast Investment Group is a member firm of Kestra Private Services, LLC, an affiliate of Kestra IS. Northeast Investment Group and Kestra IS are not affiliated. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed or additional information, please contact our Compliance Department at 84••••••72.

northeastinvestmentgroup.com

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About Jason Ruel

Experience

Managing Partner, Wealth Advisor

Education

University of Washington

Boston University

Boston College

Skills

Find verified contacts for anyone on LinkedIn