Jason Connolly, financial advisor Duluth GA
93 score

Jason Connolly

CRD Number: 3010841
Current Firm: Sugarloaf Wealth Management, LLC

Jason Connolly (CRD# 3010841) is an Investment Advisor Representative working at Sugarloaf Wealth Management, LLC in Duluth, GA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Feb 2013 - Current 3
Sugarloaf Wealth Management, LLC Duluth, GA Oct 2003 - Current 13
Royal Alliance Associates, Inc. New York, NY Apr 1998 - Feb 2013 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Oct 2003
Contact Info for Jason T. Connolly
Phone Number: 770.985.5473
Firm Website: http://www.swmllc.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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