Cailyn Paradise
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Bantam, CT 06750
Credentials
CFP®, Series 63, Series 66
Industry experience
6 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Charitable giving & philanthropy
Multi-generational wealth transfer
Retirement income strategy
General estate planning guidance
Inheritance planning
Demographic focus
Widow/Widower
Work history
Edward Jones
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
Lincoln Financial (Formerly Liberty Mutual Benefits)
2011 - 2019 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
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.
Allen D
Series 66
Bantam, CT
Edward Jones
Karen L
Series 66
New Hartford, CT
Edward Jones
John E
Series 63, Series 66
Watertown, CT
Edward Jones
Gary N
CFP®, ChFC®, Series 63, Series 66
Torrington, CT
Edward Jones
Luke P
Series 63, Series 66
New Haven, CT
Fidelity
Luke Pergola is an Investment Consultant at Fidelity Investments, where he works with individuals and families to design investment plans aligned with their personal values and goals. He emphasizes listening and collaboration to build strategies supported by open communication, clarity, and trust. Luke's professional experience includes roles as a High Net Worth Service Associate at Fidelity Investments from 2023 to 2024, an Investment Advisor Representative at Barron Financial Group from 2021 to 2023, and a Financial Representative at Equitable from 2019 to 2021. This background provides him with a broad perspective on financial advising and investment planning. Outside of his professional work, Luke enjoys activities such as exploring food, attending social events with friends, listening to music, outdoor adventures, and playing tennis.
Edward B
Series 66
New Hartford, CT
Edward Jones
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