Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jefferson is a financial advisor with LPL Financial LLC. John has been in the financial services industry since 2005. John has a Series 6, Series 63, Series 65, and SIE license. John is registered to offer investment advice in California, Connecticut, Florida, Maine, Massachusetts, Nevada, New Hampshire, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Texas, and Vermont. John is also registered as an Investment Advisor Representative (IAR) in Texas and Massachusetts. John's background is in both investment advisory and brokerage services, giving John a well-rounded perspective on the industry. John's current firm, LPL Financial LLC, is a well-respected firm with a strong track record. John's experience and knowledge of the financial services industry, coupled with the resources of LPL Financial LLC, can help investors achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
MA
07/21/2021 - Present
LPL Financial LLC (WOBURN MA)
MA
01/01/2006 - 07/21/2021
WADDELL & REED (WOBURN MA)
IA
Issued 11/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Jefferson is the right advisor for you? Invested Better is here to help.
