Jean Delbuono, financial advisor Oakville CT

Jean Delbuono

CRD Number: 4284328
Current Firm: Infinex Investments, Inc.

Jean Delbuono (CRD# 4284328) is an Investment Advisor Representative working at Infinex Investments, Inc. in Oakville, CT and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Aug 2022 - Current < 1
Charles Schwab & Company, Inc. West Hartford, CT Aug 2019 - Jul 2022 2
Yale University New Haven, CT Jan 2013 - Jul 2019 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2001
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Jean M. Delbuono
Phone Number: 203-599-6000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    2,835
    MILLIONS
  • Total Number of Accounts
    9,010
    ACCOUNTS
  • Average Account Value
    $314,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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