Advisor at Venture Wealth Solutions LLC
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Firm
Venture Wealth Solutions LLC
Location
Winter Park, FL
Credentials
CFP®, Series 66
Industry experience
3 years
Jarett Busacca is a CFP® professional with three years of industry experience, currently serving as the sole advisor at Venture Wealth Solutions LLC. His background includes roles at MassMutual Life Insurance Co., Raymond James Financial Services, and Aegis Advisors. Outside of financial advising, he owns and operates a bookkeeping business, CYS Bookkeeping. Venture Wealth Solutions LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs analytical methods such as fundamental and technical analysis, Monte Carlo modeling, and Modern Portfolio Theory, managing client portfolios on a discretionary basis with periodic reviews for allocation and tax-loss harvesting.
Based on Venture Wealth Solutions LLC
Based on Venture Wealth Solutions LLC
Financial Planning Services flat fee between $2,000 and $30,000; Ongoing Financial Planning annual flat fee between $2,000 and $30,000 paid quarterly in advance
$0 - $1,000,000: 1.1% annually $1,000,001 - $3,000,000: 0.9% annually $3,000,001 - $10,000,000: 0.7% annually $10,000,001+: 0.5% annually
Fee-only: Financial Planning Services flat fee between $2,000 and $30,000; Ongoing Financial Planning annual flat fee between $2,000 and $30,000 paid quarterly in advance
Winter Park, FL
Florida
Venture Wealth Solutions LLC
2025 - Present (1 year)
Venture Wealth Solutions LLC
2024 - Present (2 years)
CYS Bookkeeping
2023 - Present (3 years)
MassMutual Life Insurance Co.
2021 - 2023 (2 years)
MML Investors Services
2021 - 2023 (2 years)
Raymond James Financial Services Inc
2020 - 2021 (1 year)
Aegis Advisors
2019 - 2024 (5 years)
Ameriprise Financial Services LLC.
2019 - 2020 (1 year)
Raymond James & Associates Inc.
2017 - 2019 (2 years)
Unemployed
2017 - 2017 (1 year)
LaSalle St. Securities LLC.
2017 - 2020 (3 years)
Key Investment Group
2017 - 2017 (1 year)
Winter Park Chamber of Commerce
2016 - 2016 (1 year)
Full time Student
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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