Jason Arena (CRD# 4968383) is an Investment Advisor Representative and owner at Catum Advisory Group, LLC. and has over 14 years of experience in the finance industry. Previously Mr. Arena was employed by Goldman Sachs in New York, Sydney Australia and Singapore.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Contour Mortgage | Brooklyn, NY | Sep 2021 - Current | 2 |
| Catum Advisory Group, LLC | Westport, CT | Feb 2017 - Current | 7 |
| Umergence LLC | Plantsville, CT | Nov 2020 - Dec 2021 | 1 |
| Gramercy Securities, Inc. | Charleston, RI | Feb 2018 - Dec 2018 | < 1 |
| Unemployed | Westport, CT | Feb 2016 - Feb 2017 | 1 |
| Goldman Sachs (singapore) Pte. | Sydney, | Jul 2014 - Feb 2016 | 1 |
| Gs&p Australia Svcs Pty Ltd | Sydney, | Jun 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- CT
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts259ACCOUNTS
-
Average Account Value$372,757
- 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)
CT, FL, MA, TX
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