Jason Thomas Connolly
Investment adviser representative at Prime Capital Financial
23 yearsExperience
3 statesRegistered in
$39.1BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Prime Capital FinancialMar 2025 to now
- Private Client ServicesMar 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Mar 2025
- Triad Advisors, Inc.Feb 2013 to Aug 2024
- Sugarloaf Wealth Management, LLCOct 2003 to Mar 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (GA, KS, TX).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3010841
- Firm CRD
- 288712