Unclaimed
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.
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.
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CT
03/30/2017 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 11/25/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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