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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

JAMES WILLIAM HAKEWILL

Advisor at MFS INSTITUTIONAL ADVISORS INC.

BOSTON, MA | Saratoga Spring, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 13, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MFS INSTITUTIONAL ADVISORS INC.
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 12, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 12, 2010
First registration: Apr 13, 2010
Dual registered: yes, broker-dealer
Other names: JAMES W HAKEWILL|JIM HAKEWILL|JAMES HAKEWILL
IAPD individual key: 4825778

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MFS INSTITUTIONAL ADVISORS INC.	Other adviser	Jun 26, 2017	n/a	yes	Saratoga Spring, NY\|BOSTON, MA	Current employment
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC	Former SEC adviser	Aug 27, 2010	Dec 31, 2013	no	FAIRPORT, NY	Previous registration
MANNING & NAPIER ADVISORS, LLC	Mixed wealth	Aug 27, 2010	Jun 6, 2017	no	FAIRPORT, NY	Previous registration
HOWE AND RUSLING, INC.	Independent wealth	Apr 13, 2010	Jun 22, 2010	no	n/a	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MANNING & NAPIER ADVISORS, LLC	MFS INSTITUTIONAL ADVISORS INC.	Jun 6, 2017	Jun 26, 2017	20	Firm change	Other
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC	MANNING & NAPIER ADVISORS, LLC	Dec 31, 2013	Aug 27, 2010	-1,222	Firm change after gap	Other
HOWE AND RUSLING, INC.	MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC	Jun 22, 2010	Aug 27, 2010	66	Firm change	Other

Relationships

Registered with (4)

→ MFS INSTITUTIONAL ADVISORS INC.Registered adviserregistration: current employment
Jun 26, 2017 to presentfactForm ADV
→ MANNING & NAPIER ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 27, 2010 to Jun 6, 2017factForm ADV
→ MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLCRegistered adviserregistration: previous registration
Aug 27, 2010 to Dec 31, 2013factForm ADV
→ HOWE AND RUSLING, INC.Registered adviserregistration: previous registration
Apr 13, 2010 to Jun 22, 2010factForm ADV

Dated events

No dated event names this entity yet.