Jake
Woznyk
Connecticut Wealth Management, LLC
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About this Advisor
Jake Woznyk is a financial advisor based in Farmington, Connecticut, working with Connecticut Wealth Management, LLC. Jake has previously held positions at Connecticut Wealth Management, LLC and has experience as a student. Jake has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Jake is part of Connecticut Wealth Management, LLC, which operates out of Farmington, Connecticut. The firm has 64 employees and manages assets totaling $3.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Connecticut Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Connecticut Wealth Management, LLC Brokerage Details
$3,168,312,415
64
1,388
$2,282,646
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jake Woznyk Work History
Connecticut Wealth Management, LLC
Student
Disclosures
Please visit the SEC profile of Jake Woznyk 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 Connecticut Wealth Management, LLC
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
Farmington, CT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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