Jenna
Isleib
Connecticut Wealth Management, LLC
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About this Advisor
Jenna Isleib is a financial advisor based in Farmington, Connecticut, working with Connecticut Wealth Management, LLC. Jenna has previously held positions at Connecticut Wealth Management, LLC, University Of Connecticut Undergraduate Admissions, Mintz + Hoke, Rli Electric, LLC, Durham Park & Recreation, Chuck's Steakhouse, and Torrison Stone & Garden. Jenna has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Jenna 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
Jenna Isleib Work History
Connecticut Wealth Management, LLC
Mintz + Hoke
Connecticut Wealth Management, LLC
University Of Connecticut Undergraduate Admissions
Rli Electric, LLC
Chuck'S Steakhouse
Durham Park & Recreation
Torrison Stone & Garden
Disclosures
Please visit the SEC profile of Jenna Isleib 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
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