Jennifer D. Barry
CONNECTICUT WEALTH MANAGEMENT
Farmington, CT 06032-1911
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CRD#: 2620645
Professional summary
Jennifer Devanney Barry, CFP®, who also goes by Jennifer Barry, is a registered financial advisor currently at CONNECTICUT WEALTH MANAGEMENT, LLC located in Farmington, Connecticut and PURSHE KAPLAN STERLING INVESTMENTS located in Farmington, Connecticut.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jennifer has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Barry
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) JENNIFER BARRY D/B/A EXECUTIVE FINANCIAL SERVICES. NOT INVESTMENT RELATED. LOCATED AT 19 CHERRY HILLS CIRCLE, BLOOMFIELD, CT 06002. 2)GUARDIAN OF ELLEN THORSEN. NOT INVESTMENT RELATED. LOCATED AT 19 CHERRY HILLS CIRCLE, BLOOMFIELD, CT 06002. PERSONAL CARE OF ELLEN THORSEN - CURRENTLY RESIDING IN GROUP HOME IN KENTUCKY. TITLE IS GUARDIAN. STARTED IN 2007. 10 HRS/MO DEVOTED - 0 DURING TRADING (PHONE CALLS). PERSONALLY CARE FOR ELLEN THORSEN, COORDINATE PERSONAL CARE, TRAVEL, MEDICAL OVERSEE, ETC. APPOINTED BY COMMONWEALTH OF KENTUCKY. 3) TRUSTEE DEVANNEY FAMILY TRUST. NOT INVESTMENT RELATED. LOCATED AT 19 CHERRY HILLS CIRCLE, BLOOMFIELD, CT 06002. ADMINISTER PROPERTY OF TRUST WITH OBLIGATION TO SDMINISTER FOR PURPOSE OUTLINES IN THE TRUST DOCS. TITLE IS TRUSTEE. STARTED IN 2019. TRUST NOT CURRENTLY FUNDED SO MINIMAL TIME SPENT 1 HR/MO - 0 DURING TRADING. DUTIES ARE TRUSTEE - RESPONSIBLE FOR ADMINISTERING TRUSTEE ASSETS. 4) CONNECTICUT WEALTH MANAGEMENT, LLC. INVESTMENT RELATED BUSINESS. LOCATED AT 281 FARMINGTON AVE, FARMINGTON, CT 06032. NATURE OF BUSINESS IS FINANCIAL PLANNING & INVESTMENT MANAGEMENT. TITLE IS SR. FINANCIAL PLANNING. STARTED 06/2019. 200+ HRS/MO - 6 HRS/DAY DURING TRADING. DUTIES ARE ACTING AS A FINANCIAL PLANNER/INVESTMENT ADVISOR TO CLIENTS. 5) Jennifer D. Barry is the power of attorney for John C. Devanney and Linda S. Devanney. 6) Jennifer D. Barry acts and gets paid to be guardian of person for Ellen Thorsen. 5) INSURANCE BUSINESS. TITLE IS SOLE PROPRIETOR. STARTED IN 2000. 10 HRS/MO DEVOTED - 0 DURING TRADING. DUTIES ARE TO COLLECT TRAILS FROM INSURANCE BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Devanney Barry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
June 18, 2019 - Present
CONNECTICUT WEALTH MANAGEMENT, LLC
Office #1: 281 Farmington Avenue, Farmington, CT 06032-1911RIA
CRD#: 154310
Farmington, CT
Current
August 1, 2019 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 281 Farmington Avenue, Farmington, CT 06032BD
CRD#: 35747
Farmington, CT
Past
August 13, 1999 - June 6, 2019
CAPITAL STRATEGIES, INC.
RIA
CRD#: 125597
BLOOMFIELD, CT
Past
April 16, 1999 - June 4, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
BLOOMFIELD, CT
Past
April 1, 1999 - June 4, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
BLOOMFIELD, CT
Past
July 8, 1998 - April 13, 1999
FAIRPORT CAPITAL, INC.
BD
CRD#: 15034
SCOTTSDALE, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CONNECTICUT WEALTH MANAGEMENT, LLC
CONNECTICUT WEALTH MANAGEMENT, LLC
CRD#: 154310 / SEC#: 801-73061
RIA
Registered Investment Advisory firm - (2/3/2012 Approved)Connecticut
Registered Investment Advisory firm - (2/16/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Connecticut(6/18/2019)
RR
Connecticut(8/1/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CONNECTICUT WEALTH MANAGEMENT, LLC
CONNECTICUT WEALTH MANAGEMENT, LLC
CRD#: 154310 / SEC#: 801-73061
RIA
Registered Investment Advisory firm - (2/3/2012 Approved)Connecticut
Registered Investment Advisory firm - (2/16/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
281 Farmington Avenue, Farmington, CT 06032-1911
Mailing Address
Phone number
(860) 470-0290
Established
Firm type
Fiscal year end
# of Employees
65
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,737 |
| AUM (Assets Under Management) | $ 3,708,773,192 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/02/2024 | ||
| 09/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
