Jamie Christopher Cinotto
Investment adviser representative at Triad Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Triad Wealth Partners, LLCAug 2026 to now
- UnemployedMar 2026 to Aug 2026
- Paragon Capital Management, LLCSep 2024 to Mar 2026
- Lockton Affinity, LLCAug 2021 to Sep 2024
- Paragon Capital Management, LLCDec 2019 to Aug 2021
- Mariner Wealth AdvisorsMar 2018 to Oct 2019
- 440 Investment Group, LLCMay 2017 to Mar 2018
- Msec, LLCNov 2014 to Oct 2019
- Mariner Wealth AdvisorsNov 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 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
- 4363855
- Firm CRD
- 326523