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Jenna Lynne Isleib

Connecticut Wealth Management, LLC

Farmington, CT

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Current Employers
Connecticut Wealth Management, Llc

281 Farmington Avenue, Farmington, CT 06032-1911 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-02-18
  • CT RA
    APPROVED
    Since 2022-02-18

Branch Locations

281 Farmington Avenue, Farmington, CT 06032-1911 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Connecticut Wealth Management, Llc Farmington CT 06/2021 Present
University Of Connecticut Undergraduate Admissions Storrs CT 01/2018 05/2021
Mintz + Hoke Avon CT 12/2020 05/2021
Rli Electric, Llc Durham CT 01/2017 05/2021
Connecticut Wealth Management, Llc Farmington CT 01/2020 01/2021
Durham Park & Recreation Durham CT 06/2014 08/2018
Chuck's Steakhouse Rocky Hill CT 06/2016 01/2018
  • 06/2021 → Present
    Connecticut Wealth Management, Llc
    Farmington, CT
  • 01/2018 → 05/2021
    University Of Connecticut Undergraduate Admissions
    Storrs, CT
  • 12/2020 → 05/2021
    Mintz + Hoke
    Avon, CT
  • 01/2017 → 05/2021
    Rli Electric, Llc
    Durham, CT
  • 01/2020 → 01/2021
    Connecticut Wealth Management, Llc
    Farmington, CT
  • 06/2014 → 08/2018
    Durham Park & Recreation
    Durham, CT
  • 06/2016 → 01/2018
    Chuck's Steakhouse
    Rocky Hill, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-18
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18
Designations
Other Names
  • Jenna Isleib

View on SEC IAPD

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