Jason
Connolly
Sugarloaf Wealth Management, LLC
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About this Advisor
Jason Connolly is a financial advisor working in Duluth, Georgia with a total of 18 years of industry experience. Connolly works at Sugarloaf Wealth Management, LLC. Connolly has gained experience at Triad Advisors, Inc and Sugarloaf Wealth Management, LLC. Connolly has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Georgia and Texas. Sugarloaf Wealth Management, LLC is a financial advisory firm that has its headquarters in Duluth, GA. The company has a total of 14 employees. It administers $511 million in assets under management across its 1,421 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 1,421 client accounts, 34% are associated with high-net-worth individuals who have at least $1 million in assets. Sugarloaf Wealth Management, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the services provided. However, fees billed by Sugarloaf Wealth Management, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sugarloaf Wealth Management, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$510,924,669
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
14
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,421
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$359,553
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jason Connolly Work History
Jason has been registered as a financial advisor for 18 years.*
Triad Advisors, Inc
Sugarloaf 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 Jason Connolly 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 Sugarloaf Wealth Management, LLC
Duluth, GA
Duluth, GA
Watkinsville, GA
Watkinsville, GA
Watkinsville, GA
Watkinsville, GA
Duluth, GA
Duluth, GA
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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