Jarrett
Solomon

Connecticut Wealth Management, LLC

CRD#4693541
Investment Advisor
in Farmington, CT

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About this Advisor

Jarrett Solomon is a certified financial planner operating out of Farmington, Connecticut who has 12 years of relevant experience. Solomon is an advisor for Connecticut Wealth Management, LLC. Over the course of their career, they have held roles at Connecticut Wealth Management, LLC. Solomon holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Connecticut and Texas. Connecticut Wealth Management, LLC is an advisory business operating out of Farmington, CT. It has a total of 57 employees. It oversees $2 billion in assets under management among its 2,950 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 82 charitable organizations. Of its 2,950 customer accounts, 41% are associated with high-net-worth individuals who have at least $1 million in investable assets. Connecticut Wealth Management, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules usually are based on which services the firm provides the client. However, fees billed by Connecticut Wealth Management, LLC likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

281 Farmington Avenue
Farmington, CT 06032-1911

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Connecticut Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,132,796,640

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

57

CT Average: 35
Total Number of Accounts

2,950

CT Average: 690
Average Account Size

$722,982

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Jarrett Solomon Work History

Jarrett has been registered as a financial advisor for 12 years.*

2017 - Present (7 years)

Connecticut Wealth Management, LLC

2014 - 2016 (2 years)

Connecticut Wealth Management, LLC

2011 - 2013 (2 years)

Connecticut Wealth Management, LLC

*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 Jarrett Solomon 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

John Shanley
Farmington, CT
Joshua Sweeney
Farmington, CT
Taylor King
Farmington, CT
Brendan Fitzgerald
Farmington, CT
Nicolas Good
Farmington, CT
Daniel Ballou
Farmington, CT
Richard Persechino
Farmington, CT
Matthew Bonvicini
Farmington, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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