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Jon Martin Case

FOUNDERS CAPITAL MANAGEMENT, LLC·EAST HARTFORD, Connecticut
Unclaimed Profile
111 FOUNDERS PLAZA, EAST HARTFORD, CT 06108CRD# 4494966Firm CRD# 118853
01

About

Jon Martin Case is a registered financial advisor based in EAST HARTFORD, Connecticut, affiliated with FOUNDERS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOUNDERS CAPITAL MANAGEMENT, LLC
FOUNDERS CAPITAL MANAGEMENT, LLC
AUM
$694M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FOUNDERS CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4494966
Firm CRD# 118853
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Martin Case offer?
Jon Martin Case specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAST HARTFORD, Connecticut for a consultation.
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, working with FOUNDERS CAPITAL MANAGEMENT, LLC. Their office serves clients in the EAST HARTFORD metropolitan area and surrounding communities.
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.
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Other advisors in EAST HARTFORD
Howard Elliot Case — FOUNDERS CAPITAL MANAGEMENT, LLCPatrick Alan Terrion — FOUNDERS CAPITAL MANAGEMENT, LLCSamuel Francis Mckay — AXIOM VENTURE ADVISORS INC.Alan Michael Mendelson — AXIOM VENTURE ADVISORS INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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