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Jarrett Franklin Solomon

Connecticut Wealth Management, LLC

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About Jarrett Franklin Solomon

Jarrett Franklin Solomon is a financial advisor with Connecticut Wealth Management, LLC in FARMINGTON, Connecticut. Jarrett is a Certified Financial Planner and has been in the industry since 2014. Jarrett is registered as an investment advisor in Connecticut and Texas. Jarrett has worked with individuals, corporations, and charitable organizations. Jarrett is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals. Jarrett's practice is focused on providing financial planning services to individuals, families, and small businesses. Jarrett also provides asset management services to high-net-worth individuals and families.

Firm Information

Jarrett Solomon is currently registered with Connecticut Wealth Management, LLC. Connecticut Wealth Management, LLC is a registered investment advisor based in Farmington, CT. They offer a variety of financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has over 3 billion dollars in assets under management and serves over 1,300 clients.
Connecticut Wealth Management, LLC

281 FARMINGTON AVENUE

FARMINGTON, CT 06032-1911

$3.17B

Assets Under Management

1

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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assets under advisement

Assets under advisement

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jarrett Solomon’s Registration & Firm History

CT

03/30/2017 - Present

Connecticut Wealth Management, LLC (FARMINGTON CT)

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Licenses & Designations

IA

Issued 11/25/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jarrett Franklin Solomon.
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