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AC

Austin Concascia

JABEZ FINANCIAL
UNCASVILLE, CT 06382
Some features on this profile are disabled
CRD#: 7672678
AC

Professional summary

Austin Concascia, who also goes by Austin Concascia, is a registered financial advisor currently at JABEZ FINANCIAL, LLC located in Uncasville, Connecticut.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Austin has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Austin Concascia

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Concascia'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®
None

Experience

Current

January 21, 2026 - Present

JABEZ FINANCIAL, LLC

Office #1: 1031 Norwich-new London Turnpike, Uncasville, CT 06382
RIA
CRD#: 292819
UNCASVILLE, CT
Past

March 31, 2025 - July 24, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SMITHFIELD, RI
Past

October 8, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SMITHFIELD, RI
Past

March 23, 2023 - July 24, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI

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.

Highlighted states indicate IAR registrations

IAR
Connecticut
(1/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/23/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/4/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/23/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/16/2023
Securities Industry Essentials Examination

Current Firm

JF
JABEZ FINANCIAL, LLC
FINANCIAL STRATEGIES, LLC | JABEZ FINANCIAL, LLC

CRD#: 292819 / SEC#:

Connecticut
Registered Investment Advisory firm - (3/14/2018 Approved)
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Contact information

Main Address
1031 Route 32 Unit 10, Uncasville, CT 06382
Mailing Address
Phone number
(860) 390-0093
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts175
AUM (Assets Under Management)$ 14,098,000

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.

Company Information

JABEZ FINANCIAL, LLC

CRD#: 292819Uncasville, CT 06382

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