Jason Connolly, financial advisor
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 , and has over 20 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Ryan Kruger, CFA, financial advisor
Ryan W. Kruger, CFA
CRD# 5425820
Khp Capital LLC
Score
108
Similar Advisors
Danna Jacobs, financial advisor
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Feb 2013 - Current 5
Sugarloaf Wealth Management, LLC Duluth, GA Oct 2003 - Current 14
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
    249
    MILLIONS
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $353,640
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

AL, FL, GA, SC, TN

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.