Jabez Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jabez Financial, LLC provides portfolio management and financial planning services to individual clients and business entities. The firm reports approximately $14.1 million in assets under management across about 117 client relationships and may recommend third‑party sub‑advisers or participation in a wrap fee program.
The firm documents individual investment policy statements and applies modern portfolio theory and a long‑term trading approach to construct model portfolios using mutual funds, ETFs, equities, fixed income, annuities, and non‑U.S. securities. Although Jabez Financial may request discretionary trading authority, its reported AUM is entirely non‑discretionary as of December 31, 2025, so many client accounts remain under client control for trade decisions.
Notable differences from many peers include the firm’s role in recommending or sponsoring wrap fee programs and the fact that a principal is a licensed insurance producer, which allows representatives to offer commissionable insurance and annuity products and is disclosed as a potential conflict of interest. The brochure also discloses that the firm does not aggregate block trades for multiple clients and that some service providers use artificial intelligence components, both of which can affect trade execution and operational risk.
Client services
Expertise
Fee options
Typically ranges from $100 to $3,000 for comprehensive personal or business financial planning services
0.75% annually
Typically ranges from $100 to $200 per hour; $150 per hour used for termination billing
Main office
1031 Route 32, Unit 10
Uncasville CT 06382
Advisors at this office
2
Most active in
Connecticut
Also doing business as
Financial Strategies, LLC · Jabez Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Glenn J
Series 63, Series 65
Uncasville, CT
Jabez Financial, LLC
Glenn Johnson is a financial advisor with Jabez Financial, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Bradford Financial, Inc. and Eagle Mortgage, LLC. He is also an insurance agent involved in the sale of various insurance products. Jabez Financial provides portfolio management and financial planning services primarily to individual clients and small businesses, utilizing modern portfolio theory and individualized Investment Policy Statements to align investments with client goals. The firm offers non-discretionary management and may recommend third-party asset managers or wrap-fee programs.
Austin C
Series 63, Series 66
Uncasville, CT
Jabez Financial, LLC
Austin Concascia is a financial advisor at Jabez Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and Strategic Advisors. Jabez Financial, LLC provides portfolio management and financial planning services to individuals and business entities, managing approximately $14.1 million in assets across about 117 client relationships. The firm utilizes modern portfolio theory and a long-term trading approach with a variety of investment vehicles, maintaining primarily non-discretionary client accounts.
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