John Costello
Investment adviser representative at Essex Financial Services, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Essex Financial Services, Inc.Mar 2026 to now
- Wealth Enhancement Advisory ServicesMay 2025 to Feb 2026
- Wealth Enhancement GroupMay 2025 to Feb 2026
- Marcum Wealth, LLCJun 2023 to May 2025
- Adviceone Advisory Services, LLCMay 2021 to May 2023
- Connecticut Wealth ManagementFeb 2021 to Apr 2021
- Northwestern MutualNov 2020 to Jan 2021
- StudentAug 2019 to Nov 2020
- Ymca Camp LawrenceJun 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
Essex Financial Services, Inc.
$4.2BAssets managed
2,963Clients
33Advisers
23 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
- 7310070
- Firm CRD
- 127549