JG
JG

Jason Gutcheon

27 Years of Experience
West Hartford, CT
BrokerSells Insurance

Jason Gutcheon is a registered investment advisor, based in West Hartford, CT, with 27 years of industry experience.

Location

62 Lasalle Road, Suite 207, West Hartford, CT, 06107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jason operates under the DBA Bacon Financial Group for his securities business and is an Account Executive at Professional Business Insurers (PBI), selling group medical, dental, life, and disability insurance full-time. He also serves as a board member for the Greater Hartford Arts Council and Junior Achievement of Southwest New England, dedicating minimal time to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
August 2009 - February 2025 · 15 yrs 6 mos
Concourse Financial Group Securities, INC.Broker
February 2002 - February 2025 · 23 yrs
Jefferson Pilot Securities CorporationBroker
July 2000 - February 2002 · 1 yr 7 mos
Polaris Financial Services, INC.Broker
September 1999 - July 2000 · 10 mos
Lehman Brothers INC.Broker
October 1995 - June 1996 · 8 mos
State Registrations9 states
CACTFLMANCNJNYSCVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jason Gutcheon - Financial Advisor | TrueAdvisor