Jarrett Anthony Torromeo
Investment adviser representative at Northcoast Asset Management LLC
10 yearsExperience
1 stateRegistered in
$5BFirm assets
10 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 assetsOther
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.
- Northcoast Asset Management LLCApr 2025 to now
- J. M. Lummis Securities, Inc.Apr 2022 to Apr 2025
- J. M. Lummis & Company, Inc.Aug 2021 to Apr 2025
- UnemployedAug 2020 to Aug 2021
- Gettysburg CollegeAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
Northcoast Asset Management LLC
$5BAssets managed
4,486Clients
31Advisers
10 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
- 7452089
- Firm CRD
- 282241