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Jonah Feldman

Connecticut Wealth Management, LLC

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About Jonah Feldman

Jonah Feldman is a Registered Representative with Connecticut Wealth Management, LLC, based in Farmington, CT. Jonah has been in the industry since 2023, working with clients to help them achieve their financial goals. Jonah is passionate about helping individuals and families plan for the future, and believes in a personalized approach to financial advice.

Firm Information

Jonah Feldman 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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Jonah Feldman’s Registration & Firm History

CT

11/18/2024 - Present

Connecticut Wealth Management, LLC (Farmington CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonah Feldman.
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