Jean DelbuonoCRD 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 22 years of experience in the finance industry.
Springboard Asset Management LLC
Lincoln Financial Advisors Corporation
Milestone Asset Management Group, LLC
|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|
Total Assets Under Management2,835MILLIONS
Total Number of Accounts9,010ACCOUNTS
Average Account Value$314,620
- 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
- Selection of other advisers (including private fund managers)
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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