Unclaimed Profile

Jarrett Franklin Solomon

CONNECTICUT WEALTH MANAGEMENT, LLC·FARMINGTON, Connecticut

Series 65Clean record22 years registeredCONNECTICUT WEALTH MANAGEMENT, LLC

281 FARMINGTON AVENUE, FARMINGTON, CT 06032-1911CRD# 4693541Firm CRD# 154310

Profile Verification

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

Identity

Jarrett Franklin Solomon · FARMINGTON, CT

Registration

CRD #4693541 · CONNECTICUT WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

CONNECTICUT WEALTH MANAGEMENT, LLC

Dec 2011 – present

CONVERGENT WEALTH ADVISORS, LLC

May 2007 – May 2011

ROCKVILLE, MD

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Nov 2006 – May 2007

ROCKVILLE, MD

LYDIAN WEALTH MANAGEMENT COMPANY, LLC

Nov 2003 – Aug 2006

ROCKVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 26, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONNECTICUT WEALTH MANAGEMENT, LLC

CRD 154310 · SEC 801-73061

AUM

$3.2B

Regulatory assets under management

Employees

1,388 client accounts

Services offered by CONNECTICUT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONNECTICUT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jarrett Franklin Solomon offer?

Jarrett Franklin Solomon specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Jarrett Franklin Solomon's credentials?

Jarrett Franklin Solomon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jarrett Franklin Solomon located?

Jarrett Franklin Solomon is based in FARMINGTON, Connecticut, working with CONNECTICUT WEALTH MANAGEMENT, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Jarrett Franklin Solomon charge for services?

Jarrett Franklin Solomon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONNECTICUT WEALTH MANAGEMENT, LLC?

CONNECTICUT WEALTH MANAGEMENT, LLC has approximately 64 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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