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Jessica Isabel Grillo

Commonwealth Financial Network

Cheshire, CT

Southport, 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 2016-01-05
  • CT RA
    APPROVED
    Since 2016-01-05

Branch Locations

20 Realty Drive, Cheshire, CT 06410 • United States

2960 Post Road Suite 3A, Southport, CT 06890 • 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
Commonwealth Financial Network Waltham MA 06/2008 Present
Egidio Assante Wealth Management, Llc Cheshire CT 08/2012 Present
Other Businesses

Fixed insurance sales; as of 11/26/2021; Less than 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-21
S63 Uniform Securities Agent State Law Examination 2014-02-24
  • S65 Uniform Investment Adviser Law Examination
    2014-09-21
  • S63 Uniform Securities Agent State Law Examination
    2014-02-24
Other Names
  • Jessica Espada
  • Jessica Isabel Espada

View on SEC IAPD

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Other Offices

SPRINGBOARD ASSET MANAGEMENT LLC · CHESHIRE, CT
OSAIC WEALTH, INC. · CHESHIRE, CT
WELLS FARGO CLEARING SERVICES, LLC · CHESHIRE, CT
EDWARD JONES · Cheshire, CT
SOUNDVIEW PRIVATE WEALTH ADVISORS · CHESHIRE, CT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHESHIRE, CT
OSAIC WEALTH, INC. · CHESHIRE, CT
OSAIC INSTITUTIONS, INC. · Cheshire, CT

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