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Jonah Feldman

Connecticut Wealth Management, LLC

Farmington, CT

Farmington, CT

CRD 7960594

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Employer firm

Connecticut Wealth Management, LLC CRD 154310

$4.48B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Connecticut Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-18
  • CT RA
    APPROVED
    Since 2024-11-18

Branch Locations

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

281 Farmington Avenue, Farmington, CT 06032 • 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 Farmington CT 07/2024 Present
Colgate University Hamilton NY 08/2020 05/2024
Connecticut Wealth Management Farmington CT 06/2023 08/2023
Choate Rosemary Hall High School Wallingford CT 09/2016 05/2020
Chase Collegiate Middle School Waterbury CT 09/2013 06/2016
  • 07/2024 → Present
    Connecticut Wealth Management
    Farmington, CT
  • 08/2020 → 05/2024
    Colgate University
    Hamilton, NY
  • 06/2023 → 08/2023
    Connecticut Wealth Management
    Farmington, CT
  • 09/2016 → 05/2020
    Choate Rosemary Hall High School
    Wallingford, CT
  • 09/2013 → 06/2016
    Chase Collegiate Middle School
    Waterbury, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-18
  • S65 Uniform Investment Adviser Law Examination
    2024-11-18

View on SEC IAPD

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