Jordan Marino (CRD# 6747477) is an Investment Advisor Representative working at Connecticut Capital Management Group, LLC in Milford, CT and has over 7 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Connecticut Capital Management Group, LLC | Milford, CT | Oct 2022 - Current | 1 |
| Prudential Annuities Distributors, Inc. | Shelton, CT | Sep 2021 - Oct 2022 | 1 |
| Prudential Annuities Distributors, Inc. | Shelton, CT | Jul 2020 - Sep 2021 | 1 |
| Prudential Annuities Distributors, Inc. | Shelton, CT | Jan 2017 - Jul 2020 | 3 |
| Accurate Claims Solutions | Wallingford, CT | Jan 2012 - Jan 2017 | 5 |
| Quinnipiac University | Hamden, CT | Jun 2016 - Dec 2016 | < 1 |
| Prudential Insurance Company Of America | Shelton, CT | May 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
- CT
- FL
- TX
-
Total Assets Under Management204MILLIONS
-
Total Number of Accounts332ACCOUNTS
-
Average Account Value$613,610
- A percentage of assets under your management
- 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)
CT, FL, TX
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