Jeanne Louise Tatoian

Employer firm

Sound Income Strategies, LLC CRD 173272

$4.18B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Educational seminars

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

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

Current Employers

Employment History

• 02/2014 → 03/2017
  Beaulieu Financial Services Llc
  Somers, CT
• 03/2017 → Present
  Sound Income Strategies, Llc
  Broad Brook, CT
• 03/2017 → Present
  Scranton Financial Group Of South Windsor
  South Windsor, CT

Previous Registrations

• 2014-02-12 → 2017-03-31
  Beaulieu & Associates, Llc
  Somers, CT
• 2005-12-06 → 2013-01-31
  Msi Financial Services, Inc.
  Elmsford, NY
  Elmsford, NY
  Somers, CT
  Springfield, MA
  Springfield, MA
  Wallingford, CT
• 1991-07-17 → 2006-01-12
  Metlife Investment Fund Services Llc
  Wallingford, CT

Other Businesses

1. Scranton Financial Group of South Windsor-Independent agent conducting sales of LTC, fixed, indexed and fixed life insurance. Investment related. Encompasses approximately 50% of business hours. 2. Tatoian Wealth Management-Owner. Company used for the purpose of business tax deductions. No income generation. Non - investment related. 0 business hours. 3. Goldfinch Cabin Company. 50% owner. Non-Investment related. Design and manufacturing of wooden furnitire. 0 business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-27

Other Names

• Jeanne Loftus Emanuelson
• Jeanne L Emanuelson
• Jeanne Louise Loftus
• Jeanne Tatoian