J.J. Mann is a Managing Director and Financial Representative at Rise North Capital. J.J.'s dedication as a member of the leadership team at Rise North Capital revolves around his mission to help others prosper and make that prosperity meaningful. In his role, J.J. leverages his leadership to recruit, select, and guide the careers of passionate Financial Service Representatives. This position enables him to work closely with the team of Financial Service Representatives, providing them with the tools and training they need to understand and address the unique financial needs and aspirations of our clients.
This sense of purpose goes beyond just leadership; it's embodied through his focus on nurturing advisors and empowering clients. He deeply values the relationship between an Advisor and their client. For this reason, building successful, independent practices is a fundamental pillar of the organization. Independent Advisors receive the essential tools, training, mentorship, resources, and a collaborative environment crucial for their success, along with an industry-leading compensation package that redefines the role of holistic wealth advisors.
By crafting unique financial solutions, J.J. empowers his clients to challenge conventional wisdom and establish a robust, dynamic financial life for themselves and their loved ones. His approach begins with a meaningful conversation, integrating cutting-edge technology and expertise to provide a customized planning experience tailored to the client's unique needs. Whether those needs encompass retirement planning, investment strategies, insurance, philanthropic contributions, group benefits, business planning, or estate management, the outcomes are personalized solutions that meet the client's current and future requirements."
Braintree
25 Braintree Hill Office Park
Suite 403
Braintree, MA 02184
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083. TC123783(1021)P
Foundations' Form ADV Part 2A&Form CRS
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