Jessica Lynn Cafasso

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 03/2019
  Webster Bank
  Waterbury, CT
• 10/2011 → 03/2019
  Lpl Financial, Llc
  Monroe, CT
• 03/2019 → Present
  Infinex Investments, Inc.
  Meriden, CT

Previous Registrations

• 2014-08-08 → 2019-03-15
  Lpl Financial Llc
  Watertown, CT
  Watertown, CT
  New Britain, CT
  Monroe, CT
  Waterbury, CT
  Waterbury, CT
  Waterbury, CT
  Middlebury, CT

Other Businesses

1.) Bantam Financial. Yes, investment related. Partner. Started in 2019. Sales of Financial Products at Osaic.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-06
• S63 Uniform Securities Agent State Law Examination
  2010-12-23

Designations

• Certified Financial Planner

Other Names

• Jess Welcome
• Jessica Lynn Welcome