Unclaimed Profile

Jon Martin Case

FOUNDERS CAPITAL MANAGEMENT, LLC·EAST HARTFORD, Connecticut

Series 65Clean record23 years registeredFOUNDERS CAPITAL MANAGEMENT, LLC

111 FOUNDERS PLAZA, EAST HARTFORD, CT 06108CRD# 4494966Firm CRD# 118853

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jon Martin Case · EAST HARTFORD, CT

Registration

CRD #4494966 · FOUNDERS CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FOUNDERS CAPITAL MANAGEMENT, LLC

FOUNDERS CAPITAL MANAGEMENT, LLC

Jan 2003 – Nov 2018

EAST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOUNDERS CAPITAL MANAGEMENT, LLC

CRD 118853 · SEC 801-60878

AUM

$694M

Regulatory assets under management

Employees

477 client accounts

Services offered by FOUNDERS CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOUNDERS CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Jon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jon is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EAST HARTFORD?

Browse all registered financial advisors in EAST HARTFORD, Connecticut or claim this profile if it's yours.

Browse EAST HARTFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jon Martin Case offer?

Jon Martin Case specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Jon Martin Case's credentials?

Jon Martin Case is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Martin Case located?

Jon Martin Case is based in EAST HARTFORD, Connecticut, last registered with FOUNDERS CAPITAL MANAGEMENT, LLC.

How does Jon Martin Case charge for services?

Jon Martin Case's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOUNDERS CAPITAL MANAGEMENT, LLC?

FOUNDERS CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →

Other Advisors at FOUNDERS CAPITAL MANAGEMENT, LLC

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Connecticut

STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)

City Guides

STAMFORD Guide GREENWICH Guide WESTPORT Guide HARTFORD Guide WEST HARTFORD Guide

Research

Advisor Fees in Connecticut National Fee Analysis

Request removal of this profile