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Jessica Lynn Cafasso

Osaic Institutions, Inc.

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About Jessica Lynn Cafasso

Jessica Cafasso is a financial advisor who has been in the industry since 2010. Jessica has worked at several firms, including LPL Financial LLC, UVEST Financial Services Group, Inc., and Osaic Institutions, Inc. Jessica is currently registered with Osaic Institutions, Inc. and holds Series 63, Series 65, Series 7, and SIE licenses. Jessica is also a Certified Financial Planner. Jessica provides financial planning, educational seminars, pension consulting, portfolio management for individuals, and selection of other advisors.

Firm Information

Jessica Cafasso is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation services for other advisers

Solicitation services for other advisers

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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Jessica Cafasso’s Registration & Firm History

CT

03/08/2019 - Present

Osaic Institutions, Inc. (Glastonbury CT)

CT

10/11/2011 - 03/15/2019

LPL FINANCIAL LLC (WATERTOWN CT)

CT

11/02/2010 - 10/11/2011

UVEST FINANCIAL SERVICES GROUP, INC. (NEW BRITAIN CT)

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Licenses & Designations

IA

Issued 08/06/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Lynn Cafasso.
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