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Jason Thomas Connolly

SUGARLOAF WEALTH MANAGEMENT, LLC·DULUTH, Georgia
Unclaimed Profile
2055 SUGARLOAF CIRCLE, DULUTH, GA 30097CRD# 3010841Firm CRD# 129602
01

About

Jason Thomas Connolly is a registered financial advisor based in DULUTH, Georgia, affiliated with SUGARLOAF WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUGARLOAF WEALTH MANAGEMENT, LLC
SUGARLOAF WEALTH MANAGEMENT, LLC
AUM
$610M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at SUGARLOAF WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3010841
Firm CRD# 129602
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Thomas Connolly offer?
Jason Thomas Connolly specializes in Financial Planning, Investment Management. Contact their office in DULUTH, Georgia for a consultation.
What are Jason Thomas Connolly's credentials?
Jason Thomas Connolly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Thomas Connolly located?
Jason Thomas Connolly is based in DULUTH, Georgia, working with SUGARLOAF WEALTH MANAGEMENT, LLC. Their office serves clients in the DULUTH metropolitan area and surrounding communities.
How does Jason Thomas Connolly charge for services?
Jason Thomas Connolly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUGARLOAF WEALTH MANAGEMENT, LLC?
SUGARLOAF WEALTH MANAGEMENT, LLC has approximately 14 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)SAVANNAH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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