Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Stacy Jones is a registered investment advisor representative. Jefferson has been working in the financial industry since 2002 and has extensive experience with investments, including stocks, bonds, and mutual funds. Jefferson is registered with Flagship Harbor Advisors, LLC and previously worked with Morgan Stanley, TD Wealth Management Services Inc., BANCNORTH INVESTMENT GROUP, INC., PRIMEVEST FINANCIAL SERVICES, INC., and CCBT BROKERAGE DIRECT, INC. Jefferson specializes in providing financial planning services, educational seminars, and portfolio management for both businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/08/2014 - Present
Flagship Harbor Advisors, LLC (FALMOUTH MA)
MA
11/19/2009 - 12/03/2014
MORGAN STANLEY (HYANNIS MA)
MA
11/17/2009 - 11/18/2009
TD WEALTH MANAGEMENT SERVICES INC. (OSTERVILLE MA)
MA
06/15/2004 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (OSTERVILLE MA)
MN
05/25/2005 - 05/25/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MA
11/21/2002 - 07/12/2004
CCBT BROKERAGE DIRECT, INC. (HYANNIS MA)
BOTH
Issued 02/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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