Acton, MA Great Rd. Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,908 advisors across 2,203 offices

Location

289 Great Rd., Ste. 200

Acton MA 01720

Advisors at this office

2

Advisors at this office

user avatar

Jackson H

Series 65, Series 63

Acton, MA

Cambridge Investment Research Advisors

Jackson Harrigan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses. He has approximately one year of industry experience and previously worked at the University of Massachusetts Amherst and Bryant University. Harrigan is also associated with Bluebird Private Wealth LLC as an investment advisor representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals utilizing various portfolio management and platform strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar

Kevin L

Series 63, Series 65

Acton, MA

Cambridge Investment Research Advisors

Kevin Losty is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and also manages Losty Wealth Management and has been an independent insurance agent since 2018. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")