Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Woznyk is an Investment Advisor Representative with Connecticut Wealth Management, LLC in Farmington, CT. Jake has been in the industry since June 2023. Jake's registrations include the Uniform Investment Adviser Law Examination (Series 65) which was passed on 10/12/2023. Jake is also a registered Investment Advisor Representative in the state of Connecticut. Jake specializes in providing investment advice to individuals, corporations, and charitable organizations. Jake is also registered with the state of Connecticut to provide investment advice.
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.
Assets under advisement
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CT
10/12/2023 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 10/12/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jake Woznyk is the right advisor for you? Invested Better is here to help.
