Jethro Kollie

Financial Advisor, Concord Wealth Management
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Jethro Kollie

Jethro Kollie is a Financial Advisor with Concord Wealth Management in Waltham, Massachusetts. He has a passion for helping individuals, families and businesses by empowering them with proper financial education and resources through a hands-on, tailored and client-centered process. He focuses on wealth accumulation, distribution of financial assets in retirement and creation of financial legacy strategies.

Jethro holds numerous financial licenses. In 2017 he received the Penn Mutual President’s Scholarship and was awarded Concord Wealth Management’s Most Impactful Person (MIP) Award.

He earned his Bachelor of Science in Finance from Bentley University in Massachusetts where he was a standout division 2 football player. When he is not creating financial strategies for his clients, Jethro enjoys participating in competitive sports such as men’s basketball and flag football and just spending time with family and friends. Jethro is also very involved in mentoring others; he is currently a mentor for Year Up and other young athletes.

Jethro is a Registered Representative and Registered Investment Adviser Representative of Hornor, Townsend & Kent, Inc. (HTK). Registered Investment Adviser, Member FINRA/SIPC.

Stories by Jethro Kollie

Millennials: Live in the Moment but Plan for Retirement

By Jethro Kollie | December 12, 2017

Millennials are into experiences rather than ownership. Many futurists talk about how we live in a “post-ownership society,” where people would rather rent than own a house, use Uber and Zipcar instead of own a car, and use Spotify to stream music rather than own a CD from their favorite artist. But even people who live for today’s experiences should be planning for their financial future.