Jake McCarthy (CRD# 7238338) is an Investment Advisor Representative working at Procyon Advisors, LLC in Shelton, CT and has over 3 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 2809814
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Procyon Private Wealth Partners, LLC | Shelton, CT | Nov 2021 - Current | 2 |
Mml Investors Services, LLC | Shelton, CT | Jun 2020 - Current | 3 |
Mass Mutual Life Insurance Company | Shelton, CT | Jun 2020 - Current | 3 |
Oasis/barnum Financial Group | Shelton, CT | Jun 2020 - Nov 2021 | 1 |
Oasis/barnum Financial Group | Shelton, CT | Mar 2020 - May 2020 | < 1 |
Qunnipiac University | Hamden, CT | Aug 2016 - Dec 2019 | 3 |
Barnum Financial Group | Elmsford, NY | May 2019 - Jul 2019 | < 1 |
Lakeland High School | Shrub Oak, NY | Sep 2011 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- CT
-
Total Assets Under Management6,279MILLIONS
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Total Number of Accounts4,077ACCOUNTS
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Average Account Value$1,540,034
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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