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Jacob Aaron Alonzo

Commonwealth Financial Network

East Lyme, CT

Glastonbury, CT

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-01-07
  • CT RA
    APPROVED
    Since 2022-01-07

Branch Locations

15 Chesterfield Road Suite 205, East Lyme, CT 06333 • United States

340 Hebron Avenue, Glastonbury, CT 06033 • 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
Gottfried & Somberg Wealth Management, Llc Glastonbury CT 07/2020 Present
Wesleyan University Middletown CT 09/2016 05/2020
Gottfried & Somberg Wealth Management, Llc Glastonbury CT 06/2018 01/2020
Commonwealth Financial Network Waltham MA 10/2020 Present
  • 07/2020 → Present
    Gottfried & Somberg Wealth Management, Llc
    Glastonbury, CT
  • 09/2016 → 05/2020
    Wesleyan University
    Middletown, CT
  • 06/2018 → 01/2020
    Gottfried & Somberg Wealth Management, Llc
    Glastonbury, CT
  • 10/2020 → Present
    Commonwealth Financial Network
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-27
  • S66 Uniform Combined State Law Examination
    2021-08-27
Other Names
  • Jacob Alonzo

View on SEC IAPD

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BANKERS LIFE ADVISORY SERVICES, INC.

Other Investors

DANIEL JOHN HEFFERNAN
STEVEN M DRACZYNSKI
BRENT CHRISTOPHER EUGENIDES
MARK LEHMAN BOBRUFF
BRITTNI REHG OXENDINE
Nicholas Daniel Tumolo
KENNETH DANIEL TUMOLO
Joshua Morton

Other Offices

CETERA INVESTMENT ADVISERS LLC · EAST LYME, CT
TUMOLO WEALTH MANAGEMENT LLC · EAST LYME, CT
AMERITAS ADVISORY SERVICES, LLC · EAST LYME, CT
LPL FINANCIAL LLC · East Lyme, CT
COMPASS ROSE STRATEGIC PARTNERS LLC · WATERFORD, CT
EDWARD JONES · NIANTIC, CT
EDWARD JONES · WATERFORD, CT
LPL FINANCIAL LLC · WATERFORD, CT

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