Cassandra Jo Mastromarino
Investment adviser representative at Saltbox Financial LLC
10 yearsExperience
2 statesRegistered in
$104.6MFirm assets
Under 1 yearFirm 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Saltbox Financial LLCApr 2026 to now
- JPMorgan Chase Bank, N.A.Oct 2022 to Apr 2026
- J.P. Morgan Securities LLCOct 2022 to Mar 2025
- Family First LifeAug 2020 to Oct 2022
- Edward JonesOct 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Saltbox Financial LLC
$104.6MAssets managed
50Clients
5Advisers
Under 1 yearIn 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
- 6714282
- Firm CRD
- 130882