Jessica Lachance

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

• 08/2016 → 08/2020
  University Of Connecticut
  Storrs, CT
• 08/2020 → 12/2024
  Dimatteo Group Financial Services
  Shelton, CT
• 08/2021 → 08/2023
  University Of Tampa
  Tampa, FL
• 01/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2025 → Present
  Dimatteo Group Financial Services
  Shelton, CT

Other Businesses

1. Fixed insurance sales; as of 01/01/2025; 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-09

Other Names

• Jessica Dimatteo