Jason Jeffers (CRD# 3020016) is an Investment Advisor Representative working at Esi Financial Advisors in Rowley, MA and has over 26 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 5046672
Lido
CRD# 4927658
Claro Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Dec 2023 - Current | < 1 |
| National Life Group | Rowley, MA | Dec 2023 - Current | < 1 |
| Lpl Financial LLC | Hampton, NH | Aug 2022 - Dec 2023 | 1 |
| Lpl Financial LLC | Hampton, NH | Aug 2022 - Dec 2023 | 1 |
| People's United Advisors, Inc. | Portsmouth, NH | May 2018 - Aug 2022 | 4 |
| People's Securities, Inc. | Portsmouth, NH | May 2015 - Aug 2022 | 7 |
| Santander Securities LLC | Guaynabo, PR | Sep 2014 - Apr 2015 | < 1 |
| Santander Bank Na | Boston, MA | Sep 2014 - Apr 2015 | < 1 |
| People's Securities, Inc. | Bridgeport, CT | Mar 2011 - Sep 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VT
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
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