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Jeffrey S Clapp

Symetra Securities, Inc.

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About Jeffrey S Clapp

Jeffrey Clapp is a financial advisor who has been in the industry since February 6, 2015. Jeffrey currently works at Symetra Securities, Inc. in Bellevue, Washington. Jeffrey has also worked for Jackson National Life Distributors LLC, Cambridge Investment Research, Inc., Principal Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jeffrey is registered with the state of Maine and Washington and holds Series 63, 66, 6TO, 7TO, SIE and 7 securities licenses.

Firm Information

Jeffrey Clapp is currently registered with Symetra Securities, Inc.. Symetra Securities, Inc. is a corporation formed in August 1967 and is approved in all 50 states, as well as the District of Columbia and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

130

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Clapp’s Registration & Firm History

WA

04/06/2023 - Present

Symetra Securities, Inc. (BELLEVUE WA)

TN

08/29/2018 - 01/22/2021

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

TN

07/21/2017 - 09/27/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (Nashville TN)

TN

06/03/2014 - 08/08/2017

PRINCIPAL SECURITIES, INC. (Nolensville TN)

TN

11/20/2012 - 05/27/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)

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Licenses & Designations

BC

Issued 05/11/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 12/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/06/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey S Clapp.
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