Jade Clark is a CFP-designated registered investment advisor, based in Guilford, CT, with 5 years of industry experience.
Location
1575 Boston Post Rd, Building C St 1, Guilford, CT, 06437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jade is an independent contractor selling fixed insurance products through Allied Wealth Partners Fixed Insurance, spending minimal time on this activity. Jade also works as a financial professional for Z Wealth Management, dedicating about 10-20% of her time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations14 states
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.