Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Michael Jeffers is an Investment Advisor Representative associated with Equity Services, Inc., a firm that manages over $2 billion in client assets. Jason has been in the financial services industry since 1998 and has a wide range of experience working with individuals, families, and businesses. He has a strong focus on providing personalized financial advice and strategies that are tailored to meet his clients' specific needs and goals. Jason is also an experienced insurance agent, holding licenses in a variety of states. He is committed to building long-lasting relationships with his clients and helping them achieve their financial objectives.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
12/18/2023 - Present
Equity Services, Inc. (ROWLEY MA)
VT
08/17/2022 - 12/22/2023
LPL FINANCIAL LLC (WHITE RIVER JUNCTION VT)
NH
05/19/2015 - 08/17/2022
PEOPLE'S SECURITIES, INC. (HAMPTON NH)
MA
09/30/2014 - 05/05/2015
SANTANDER SECURITIES LLC (METHUEN MA)
MA
03/14/2011 - 09/15/2014
PEOPLE'S SECURITIES, INC. (DANVERS MA)
MA
04/09/2009 - 02/01/2011
CCO INVESTMENT SERVICES CORP. (EAST FALMOUTH MA)
MA
12/18/2006 - 03/23/2009
LPL FINANCIAL CORPORATION (HYANNIS MA)
NC
10/17/2005 - 10/31/2006
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
10/20/2004 - 10/04/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/27/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/24/2002 - 11/21/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/09/2000 - 04/01/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/08/1998 - 05/30/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
04/06/1998 - 09/03/1998
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
NY
03/27/1998 - 04/06/1998
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 11/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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