Jonathan Farens, Vice President, Financial Consultant

Jonathan Farens, Vice President, Financial Consultant I provide holistic wealth management services to my clients.

I combine sophisticated tools with a wide array of investment and insurance products, to develop a customized strategy that aligns with each client’s personal and financial goals.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
09/09/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/07/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Here are eight mistakes to avoid when.
09/04/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Are you considering a FIRE retirement? Learn the basics here.
09/02/2026

Are you considering a FIRE retirement? Learn the basics here.

This short, informative article teaches the basics of the FIRE movement.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
08/31/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
08/28/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The CPI has shown low inflation since '09. Are your prices rising faster than the average?
08/26/2026

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

Every year since 1947, the U.S. President pens an economics textbook.
08/24/2026

Every year since 1947, the U.S. President pens an economics textbook.

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Do you know how to make a social impact with your investments? Read more now.
08/21/2026

Do you know how to make a social impact with your investments? Read more now.

Learn about the rise of Impact Investing and how it may benefit you.

Honored to be recognized among LPL Financial's distinguished advisors for my work in 2025. This achievement* reflects my...
02/07/2026

Honored to be recognized among LPL Financial's distinguished advisors for my work in 2025. This achievement* reflects my team's dedication to helping families in southern Connecticut navigate today's complex financial landscape with confidence. Thank you to my clients for trusting me with their financial journeys – your success drives my commitment to excellence. *LPL Club levels are based on 2025 calendar year production among LPL advisors.

Address

375 Bridgeport Avenue
Shelton, CT
06484

Telephone

+12037365088

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