Johnathan Charles Breen
Investment Adviser Representative at Oneseven
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Johnathan Charles Breen is an investment adviser representative with Oneseven in Beverly, MA, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 5 firms, including World Investment Advisors, LLC and Raymond James Financial Services Advisors, Inc. 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
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
10 states and territories
Arizona, Connecticut, Delaware, Florida, Maine, Massachusetts, New Hampshire, New Mexico, Rhode Island, Vermont
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Boston Harbor Wealth AdvisorsOct 2016 – Oct 2018Acton, MA
- Raymond James Financial Services Advisor Inc.Mar 2018 – Jun 2024Beverly, MA
- World Investment Advisors, LLC-Formerly Pensionmark Financial GrJun 2024 – Sep 2025Lincroft, NJ
- One Seven LLC DBA One SevenSep 2025 – no end date reportedBeachwood, OH
- Fortune Financial Services, Inc.Sep 2025 – no end date reportedBeverly, MA
- World Investments, IncJun 2024 – Sep 2025Lincroft, NJ
- d/b/a The Hamilton GroupApr 2018 – Dec 2018Beverly, MA
- d/b/a Boston Harbor Wealth AdvisorsJan 2019 – Jun 2024Beverly, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oneseven
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
- Other
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 118
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Beachwood, OH
- SEC file number:
- 801-107829
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 22, 2026
View full firm profileOther advisors at Oneseven
Showing 12 of 118 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Johnathan Charles Breen 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.
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