ADVISOR BIO

Jason Banks is a financial advisor with over 18 years of experience in the industry. Jason is currently registered with Osaic Institutions, Inc. and American Portfolios Financial Services, Inc. as a broker-dealer, and Osaic Wealth, Inc. as an investment advisor. Jason is also a registered principal with Series 4, 24, and 53 securities licenses. In the past, Jason has held positions with several other firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., and TD Ameritrade, Inc. Jason is a highly experienced financial professional with a broad range of services to offer clients.

SPECIALIZATIONS

ADVISOR BIO

Jason MacAluso is a financial advisor with Raymond James & Associates, Inc. Jason has been in the industry since 1998, and has held previous roles at UBS Financial Services Inc. and Citigroup Global Markets Inc. Jason is a registered representative in Connecticut and Texas. Jason specializes in providing financial planning, portfolio management, and educational seminars to clients.

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ADVISOR BIO

Jason Gregory Fay is an investment advisor representative with New Edge Wealth, a firm based in Stamford, Connecticut. Jason has been working in the financial services industry since August 2000. Jason has a variety of professional licenses and certifications including Series 7, 24, 55, 63 and 65. Jason is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. Jason has experience working with a variety of clients, including high net worth individuals, corporations, and pension plans. Jason offers a variety of services including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Jason Howard Diamond is a financial advisor with Herbert J. Sims Capital Management, Inc., located in Fairfield, CT. Jason is registered with the state of Connecticut and Puerto Rico as an Investment Adviser Representative. Jason is a licensed Series 7, 24, 27, 63 and 65. Jason has been in the financial industry since September 8, 1995. Jason Diamond has a proven track record of helping individuals and families reach their financial goals. Jason has experience in providing financial planning and investment management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jason is committed to providing his clients with personalized service and a high level of expertise.

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ADVISOR BIO

Jason Garoppolo is a financial professional registered with the state of Connecticut. He has been in the industry since May 16, 2019. Jason Garoppolo is currently associated with Allstate Financial Services, LLC and has been registered with them since May 17, 2019. Jason Garoppolo holds Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Jason Jaffee is an investment professional with experience in the financial services industry. Jason has held positions at The Bank Street Group LLC and Cronus Partners LLC. Jason has a Series 63, Series 79TO, and SIE license and is registered in Connecticut and New York.

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ADVISOR BIO

Jason Michael White is a registered investment advisor representative with Voya Retirement Advisors, LLC. Jason has been in the industry since April 2004 and is currently registered with the states of Maine and Massachusetts. Jason has a Series 6, Series 26, Series 63, and Series 65 license. Jason is also a registered principal with Voya Retirement Advisors, LLC. Jason's previous experience includes working for VOYA RETIREMENT ADVISORS, LLC in Braintree, MA.

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ADVISOR BIO

Jason Wyman is a financial professional with Northwestern Mutual Investment Services, LLC. Jason has been in the industry since 2017 and holds the Series 63, Series 7, and SIE licenses. Jason is licensed to sell securities in Connecticut, Florida and New York.

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ADVISOR BIO

Jason Gilbert is a registered representative with Northwestern Mutual Investment Services, LLC. Jason holds a Series 63, SIE and Series 6TO licenses and has been in the industry since February 6, 2019. Jason's current office is located in New Haven, CT.

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ADVISOR BIO

Jasper Koonhung Mui is a financial advisor with Atlantic - Pacific Capital, Inc. based in Stamford, CT. Jasper has been in the industry since December 9, 2020. Previously, Jasper has been employed by DeCheque Securities LLC and Sixteen Securities, Inc. Jasper holds several professional licenses, including Series 63, 24, 62, and SIE.

SPECIALIZATIONS