Jared Colin
Petrizzi
Infinex Investments, Inc
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About this Advisor
Jared Colin Petrizzi is a financial advisor working out of West Lebanon, New Hampshire with 5 years of relevant experience. Petrizzi is an advisor for Infinex Investments, Inc. Their career trajectory has included roles at Oppenheimer & Co. Inc, Southern Connecticut State University, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Infinex Investments, Inc and Bar Harbor Bank And Trust. Petrizzi has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Hampshire and Vermont. Infinex Investments, Inc is a financial advisory business based in Meriden, CT. The firm has offices in 531 locations and a total of 764 advisors. It administers $3 billion in assets across its 8,831 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 78 charitable organizations. Infinex Investments, Inc offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Infinex Investments, Inc can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jared Colin Petrizzi Work History
Jared Colin has been registered as a financial advisor for 5 years.*
Infinex Investments, Inc
Bar Harbor Bank And Trust
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Oppenheimer & Co. Inc
Southern Connecticut State University
*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 Jared Colin Petrizzi 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
Pittsburgh, PA
Haverhill, MA
Naugatuck, CT
Grand Ledge, MI
Waltham, MA
Springfield, IL
Ellsworth, ME
Fletcher, NC
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