Adam Peter Giammarinaro

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 04/2023
  Jackson National Life Distributors Llc
  Franklin, TN
• 04/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 04/2023 → Present
  Wealthport, Llc
  Herndon, VA

Other Businesses

1. Fixed insurance sales; as of 04/28/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Washington, DC, as of 04/11/2023; 2% of time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, WealthPort in the District Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 03/24/2023; 100% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, 48 Bank Street, LLC, an entity created for the purpose of owning real estate at 48 Bank St, Kinsale VA 22488, as of 7/09/2024; 1% time spent during business hours; Not conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-27
• S63 Uniform Securities Agent State Law Examination
  2003-12-04

Designations

• Certified Financial Planner

Other Names

• Adam P. Giammarinaro