Plainville, CT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$4,877,438,185
ClientsTotal clients
15,798
AdvisorsAdvisors at this office
2
Of 543 advisors across 352 offices
Location
58 West Main Street
Plainville CT 06062
Advisors at this office
2
Advisors at this office
Jason G
Series 63, Series 65
Plainville, CT
OSAIC Institutions, inc.
Jason Giordano is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at Ion Bank, Infinex Investments, LPL Financial, and Webster Investment Services. He serves as a board member of the Northwest Connecticut Community Foundation, a charitable endowment organization. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines firm supervision with advisor-managed accounts.
James C
CFP®, Series 63, Series 65
Plainville, CT
OSAIC Institutions, inc.
James Collins Jr. is a CFP® with 21 years of experience in financial services. He is currently affiliated with OSAIC Institutions, Inc. and holds a vice president position at ION Bank. His prior roles include positions at LPL Financial and Webster Investment Services Inc. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive model that combines firm supervision with delegated account management.
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