Picture of Jason Castaldi

    Jason Castaldi

    Check the background of this investment professional on FINRA's BrokerCheck

    About Jason

    Jason entered the financial services industry in 2003 as a municipal bond broker in Northern New Jersey, joining Charter Oak in 2005. He leads a team of agents in Charter Oak's Norwalk office, where he brings his drive, discipline, accountability, and the ability to articulate advanced concepts to a diverse array of professionals in both his personal practice and management roles.

    Jason's performance in both areas, as well as his deep knowledge of both Charter Oak's and MassMutual's resources, has made him an invaluable mentor to some of the agency's most successful experienced and inexperienced advisors. He has been recognized with some of the industry's and MassMutual's top honors, including membership in the Million Dollar Roundtable, the NAIFA Quality Award and MassMutual's Rising Leaders, Leaders and Fast Pace recognition. He has been named to MassMutual's Management Council every year since 2009, and in 2013 was one of the company's Managers of the Year.

    A Connecticut native, Jason is involved with multiple professional and charitable organizations in his community. He lives in Danbury, Connecticut with his wife and their two daughters

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Jason Castaldi is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: (413) 539-2000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Connecticut, New Jersey, New York

    I am licensed to sell Securities Products in the following jurisdictions:
    Connecticut, New Jersey, New York, Colorado, Florida, Maryland

    Jason Castaldi , Norwalk, CT

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