Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Wilson Brown is an Investment Advisor Representative at Belmont Asset Management, LLC, based in East Hartford, Connecticut. Jack has over 2 years of experience in the financial services industry. Jack specializes in providing financial planning and portfolio management services to individuals. Jack is also licensed to provide investment advisory services in Connecticut.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CT
06/06/2024 - Present
Belmont Asset Management, LLC (EAST HARTFORD CT)
CT
09/07/2023 - 12/15/2023
PRUCO SECURITIES, LLC. (Glastonbury CT)
CT
09/09/2022 - 03/17/2023
AMERIPRISE FINANCIAL SERVICES, LLC (SIMSBURY CT)
BC
Issued 10/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
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Inactive
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