Jason Giordano (CRD# 4715937) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Farmington, CT and has over 18 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Infinex Investments, Inc. | Meriden, CT | Mar 2020 - Current | 4 |
Ion Bank | Manchester, CT | Mar 2020 - Current | 4 |
Lpl Financial LLC | Bristol, CT | Oct 2011 - Mar 2020 | 8 |
Webster Investment Services Inc. | Bristol, CT | May 2002 - Mar 2020 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2005 |
S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- CT
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Total Assets Under Management3,627MILLIONS
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Total Number of Accounts8,478ACCOUNTS
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Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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