JP
JP

Jeffrey Michael Pangaro

16 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
632 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
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Location

986 South Main Street, Cheshire, CT, 06410

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jeffrey is an insurance agent selling life, annuity, and long-term care products. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Daybright Advisory Services, INC.
July 2025 - Present · 7 mos
Pasi Investments, LLC
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Pangaro Wealth Management, LLC
November 2014 - August 2023 · 8 yrs 9 mos
LPL Financial LLC
March 2011 - November 2014 · 3 yrs 8 mos
Edward Jones
May 2009 - March 2011 · 1 yr 10 mos
State Registrations3 states
CTNYTX
Advisor
Exams
No exam information available for this advisor.