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John Stalega is an investment advisor representative with JGS Wealth Management, LLC, a Registered Investment Advisor (RIA) firm located in Colchester, CT. John Stalega has been a registered Investment Advisor Representative since January 20, 2011. John Stalega also owns John G. Stalega, CPA, PFS, a tax preparation and planning firm. John Stalega holds the Series 65 license and is a Personal Financial Specialist.
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.
Helps you choose top advisors aligned with your financial 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.
Financial planning fees based on complexity of plan
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CT
01/20/2011 - Present
JGS Wealth Management, LLC (COLCHESTER CT)
IA
Issued 01/07/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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