JL
CFP
JL
CFP
Jeremy Lobo is a CFP-designated registered investment advisor, based in Wallingford, CT, with 28 years of industry experience.
Location
1062 Barnes Rd, Ste 201, Wallingford, CT, 06492
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Regulatory History (2)
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Customer Dispute
January 2016Denied
Customer Dispute
March 2001Denied
Other Business ActivitiesSells Insurance
Jeremy is an insurance agent selling fixed insurance products through Lobo & Pascale Wealth Management, LLC, spending about 10-20% of his time. He is also a Managing Member and 50% owner of Lobo & Pascale Wealth Management, LLC, an operating company for securities, investment advisory, and insurance business, spending about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2025 - Present · 11 mos
Raymond James Financial Services, INC.Broker
August 2025 - Present · 11 mos
Previous Registrations
Commonwealth Financial Network
December 2001 - August 2025 · 23 yrs 8 mos
Commonwealth Financial NetworkBroker
November 2001 - August 2025 · 23 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
July 2000 - December 2001 · 1 yr 5 mos
Polaris Financial Services, INC.Broker
May 1999 - July 2000 · 1 yr 2 mos
Linsco/private Ledger CORP.Broker
October 1997 - April 1999 · 1 yr 6 mos
State Registrations24 states
AZCACOCTDEFLGAINMAMDMENCNJNMNVNYOHPARISCTXVAVTWI
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.