Jason Gabriel Navarro

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

• 05/1998 → Present
  New England Pension & Benefit Group, Llp
  Danvers, MA
• 09/1998 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Co-Owner, New England Wealth Management, LLC, private entity created for securities and insurance business; as of 06/01/2010, 100% of time spent during business hours, Conducted at branch; Investment related. 2. Fixed insurance sales, As of 12/10/09; 1% of time spent during business hours, Conducted at branch; Investment related. 3. Member and Co-Owner, Ten Minas, LLC, private entity created to own branch office property; as of 01/01/2006, 0% of time spent during business hours, Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-01
• S63 Uniform Securities Agent State Law Examination
  1998-10-08