Gary
Jameson

Infinex Investments, Inc

CRD#4199611
Investment Advisor
in Meriden, CT

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About this Advisor

Gary Jameson is a financial advisor based out of Meriden, Connecticut with a total of 22 years of relevant experience. Jameson works at Infinex Investments, Inc. They have worked at Infinex Investments, Inc for their total career. Jameson holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Connecticut. Infinex Investments, Inc is a financial advisory firm based in Meriden, CT. The firm has offices in 531 locations and a total of 764 advisors. It manages $3 billion in assets across its 8,831 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 78 charities and foundations. The business performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fee schedules are based on which service is offered. Fees billed by Infinex Investments, Inc can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

22 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

538 Preston Avenue
Meriden, CT 06450-4858

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

CT Average: $5,297,377,271
Total Number of Employees

764

CT Average: 35
Total Number of Accounts

8,831

CT Average: 690
Average Account Size

$318,724

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Gary Jameson Work History

Gary has been registered as a financial advisor for 22 years.*

1998 - Present (26 years)

Infinex Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Jameson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Infinex Investments, Inc

Christopher Wentzell
Florence, SC
Jim Gravgaard
White Stone, VA
John Mousel
Kent City, MI
Courtney Rooze
Fowler, IN
Paul Burke
Falmouth, MA
Chung Lin
New York, NY
Amanda Robbins
Ellsworth, ME
Brett Rand
Brooklyn, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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