Jabez Financial, LLC

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Client assets under management

$14,098,000

Clients

117

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$120,496

About

Jabez Financial, LLC provides portfolio management and financial planning services to individual clients and business entities. The firm reports approximately $14.1 million in assets under management across about 117 client relationships and may recommend third‑party sub‑advisers or participation in a wrap fee program.

The firm documents individual investment policy statements and applies modern portfolio theory and a long‑term trading approach to construct model portfolios using mutual funds, ETFs, equities, fixed income, annuities, and non‑U.S. securities. Although Jabez Financial may request discretionary trading authority, its reported AUM is entirely non‑discretionary as of December 31, 2025, so many client accounts remain under client control for trade decisions.

Notable differences from many peers include the firm’s role in recommending or sponsoring wrap fee programs and the fact that a principal is a licensed insurance producer, which allows representatives to offer commissionable insurance and annuity products and is disclosed as a potential conflict of interest. The brochure also discloses that the firm does not aggregate block trades for multiple clients and that some service providers use artificial intelligence components, both of which can affect trade execution and operational risk.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities

Fee options

Fixed

Typically ranges from $100 to $3,000 for comprehensive personal or business financial planning services

Percentage

0.75% annually

Project-based

Typically ranges from $100 to $200 per hour; $150 per hour used for termination billing

Main office location

Jabez Financial, LLC

1031 Route 32, Unit 10

Uncasville CT 06382, United States

Number of offices

Most active in

Connecticut

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Instagram Website 860-390-0093

Advisors at this firm

Glenn J

Series 63, Series 65

Uncasville, CT

Jabez Financial, LLC

Glenn Johnson is a financial advisor with Jabez Financial, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Bradford Financial, Inc. and Eagle Mortgage, LLC. He is also an insurance agent involved in the sale of various insurance products. Jabez Financial provides portfolio management and financial planning services primarily to individual clients and small businesses, utilizing modern portfolio theory and individualized Investment Policy Statements to align investments with client goals. The firm offers non-discretionary management and may recommend third-party asset managers or wrap-fee programs.

Annuities

Austin C

Series 63, Series 66

Uncasville, CT

Jabez Financial, LLC

Austin Concascia is a financial advisor at Jabez Financial, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and Strategic Advisors. Jabez Financial provides portfolio management and financial planning services primarily to individual clients and small businesses. The firm uses modern portfolio theory and individualized investment policies, managing assets on a non-discretionary basis while also offering third-party manager recommendations and wrap-fee programs.

Annuities

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