Jason Magnotti, financial advisor Branford CT
83 score

Jason Magnotti

CRD Number: 5333376
Current Firm: Churchill Management Group

Jason Magnotti (CRD# 5333376) is an Investment Advisor Representative working at Churchill Management Group in Branford, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Churchill Management Los Angeles, CA Oct 2015 - Current 1
Fidelity Investments Stamford, CT Nov 2013 - Sep 2015 1
Td Ameritrade Stamford, CT Jun 2010 - Nov 2013 3
Td Wealth Management Services Inc. New York, NY Feb 2010 - Jun 2010 < 1
Allstate Insurance Co Denver, CO Oct 2009 - Feb 2010 < 1
Tdbanknorth Plantsville, CT Jan 2008 - Oct 2009 1
Bancnorth Investment Group St. Cloud, MN Jan 2008 - Oct 2009 1
David Lerner Associates, Inc. Darien, CT Apr 2007 - Jan 2008 < 1
Lexus Of New Haven New Haven, CT Jun 2004 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason P. Magnotti
Phone Number: 323-937-7110
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    3,953
    MILLIONS
  • Total Number of Accounts
    12,795
    ACCOUNTS
  • Average Account Value
    $308,957
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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