Jason Arena
Investmark Advisory Group · Shelton, Connecticut
Jason Arena is a fee-only financial advisor at Investmark Advisory Group in Shelton, Connecticut. Investmark Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Investmark Advisory Group |
|---|---|
| Based in | Shelton, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $929.7M across 2,048 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4968383 |
| Exams passed | Series 66 (2006) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.investmark.net |
| Profile |
How Jason's firm compares
- Investmark Advisory Group's average account is about $454,000, from its Form ADV (assets managed divided by 2,048 accounts).
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Questions about Jason
Is Jason Arena a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Investmark Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Investmark Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Arena based?
Jason Arena is based in Shelton, Connecticut.
Is Jason Arena registered with the SEC?
Yes. Jason Arena is registered as an investment adviser representative in CT (CRD 4968383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investmark Advisory Group manage?
Investmark Advisory Group reports $929.7M across 2,048 accounts in assets under management.
How do I contact Jason Arena?
Through Jason's website, www.investmark.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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