AdFi
JR

Jason Richard Hughes

Investment Adviser Representative at Pallas Capital Advisors, LLC

Braintree, MACRD #7134720Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Richard Hughes is an investment adviser representative with Pallas Capital Advisors, LLC in Braintree, MA, where they have been registered since 2022. They have worked in the securities industry since 2021 and were previously registered with Triad Advisors LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.

Office

45 Braintree Hill Office Park, Suite 201
Braintree, MA 02184

Advisors at this office: 18

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
1 state or territory

Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/25/2022
Series 7
General Securities Representative Examination
Passed 11/6/2021
SIE
Securities Industry Essentials Examination
Passed 5/20/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Pallas Capital Advisors, LLCCurrent
5/4/2022 – Braintree, MA
Triad Advisors LLC
11/8/2021 – 5/23/2023Braintree, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Triad Advisors LLC
    Feb 2020 – Jun 2023Braintree, MA
  2. Pallas Capital Advisors LLC
    Feb 2020 – no end date reportedBraintree, MA
  3. Purshe Kaplan Sterling Investments, Inc.
    Aug 2023 – no end date reportedAlbany, NY
  4. Full-Time Student
    Sep 2012 – Jun 2020Watertown, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Pallas Capital Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning, investment management, family office services, retirement planning, trust and estate strategies, tax strategies, and financial modeling.

Retirement PlanningFinancial PlanningEstate PlanningInsuranceMedicare
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementFamily OfficeRetirement PlanningEstate PlanningTrust StrategiesTax StrategiesIndependent RIAFinancial Modeling

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
26
Offices listed on AdvisorFinder:
5
Main office:
Braintree, MA
Founded:
2019
SEC file number:
801-119646

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 24, 2026

View full firm profile

Other advisors at Pallas Capital Advisors, LLC

Showing 12 of 26 in the directory

View Pallas Capital Advisors, LLC firm profile

Similar advisors in Braintree, MA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Richard Hughes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched