Jason Pinkham (CRD# 4606963) is an Investment Advisor Representative working at Goose Rocks Wealth in Kennebunkport, ME and has over 21 years of experience in the finance industry.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goose Rocks Wealth, LLC | Kennebunkport, ME | Jan 2021 - Current | 3 |
| Dynasty Financial Partners | St Petersburg, FL | Dec 2020 - Dec 2021 | 1 |
| Dynasty Financial Partners | New York, NY | Mar 2010 - Dec 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- ME
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$163,043
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
ME
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