Gateway Financial Partners

JAY FALCONE

LPL Financial Advisor in Connecticut

Areas of Focus
  • Retirement Planning
  • Goal Planning
  • Strategic Allocation
Licenses and Registrations
  • Series 7, 63 and 66 held at LPL Financial

  • Life and Health Insurance in Connecticut 
Education
  • Eastern Connecticut State University – Bachelor of Arts in Economics and minor in Health and Mathematics
  • Lynchburg College – Undergraduate work

  • Worchester Academy – Post graduate 1994

Social Media

Contact Information

Gateway Financial Partners
500 Winding Brook Drive
Glastonbury, CT 06033
203.751.9250
Fax: 860.652.3163
jfalcone@mygfpartner.com

LIFE PHILOSOPHY

“Do your best and forget the rest.” – Tony Horton

Experience

My career in the financial industry began in high school when I worked for a team in New London, CT. The team specialized in Pfizer employees and how to manage their retirement resources. I would work in the office weekly and took interest in talking with the advisors and helping with seminars.

When I graduated from Eastern Connecticut State University in 1999, I became a financial advisor at PaineWebber, which was later bought by UBS. In 2006, I made the change to Janney Montgomery Scott then moved to Waddell and Reed in 2010. I have now been an LPL Financial Advisor since 2019, partnering with Gateway Financial Partners.

My focus is on my clients and their needs with the use of a comprehensive financial planning process which benefits both individuals and businesses. Most realistic goals are attainable and with my experience I can be your guide on your journey towards achieving these goals. My true passion comes from watching my clients dreams come true!

Day in my life

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