Flagship Harbor Advisors

CONNECT

Address:

346 Commercial Street
Boston, MA 02109

Phone:

(857) 350-4229

Fax/Other:

(617) 224-0870

John P. <!-- 2 -->Sawyer III (Jay), CFP®

John P. Sawyer III (Jay), CFP®

Executive Vice President
Chief Compliance Officer

John P. (Jay) Sawyer is a Certified Financial Planner TM (CFP ®) and Executive Vice President of Flagship Harbor Advisors. Jay began his career in the financial services industry in 1998 with a goal of helping individuals, families and business owners grow and protect their wealth through comprehensive financial planning. Jay also focuses a significant amount of his time on firm management and development and fulfills the role of Chief Compliance Officer which includes providing leadership and coaching to the firm’s strong network of independent advisors alongside CEO and Founder David Kaufman.

Jay believes that an objective and independent perspective, coupled with objective research and advice is critical to helping clients achieve financial well-being. He works with clients to develop long-term relationships built on trust. This begins with seeking to understand his clients’ goals and objectives, and learning about their needs and lifestyle priorities before recommending specific strategies. As a Certified Financial Planner TM (CFP ®) he follows a strict code of ethics in developing, implementing and monitoring each client’s financial plan and investment strategy.

In addition to working closely with his clients to help ensure their financial prosperity, Jay plays an integral role in overseeing day-to-day firm operations, compliance and service excellence. He holds his General Securities Representative (Series 7), General Securities Sales Supervisor (Series 9 and 10), General Securities Principal (Series 24), Municipal Fund Securities Principal (Series 51), and Uniform Securities Agent State Law Examination (Series 63) registrations with LPL Financial. He also holds his Life, Accident and Health Insurance license.

Jay graduated from Trinity College in Hartford, CT with a Bachelor of Arts in Economics. He earned his Certificate in Financial Planning from Merrimack College in North Andover, MA.

Jay resides in Canton, MA with his wife Sharyn and their two sons, Jameson and Liam. He is an avid Boston sports fan, enjoys all types of music and has a passion for learning all he can about planet Earth and the cosmos.

Phone 857-366-4982
Fax 617-224-0870