Jeffrey Desmarais (CRD# 5191738) is an Investment Advisor Representative working at Equitable Advisors, LLC in Plantsville, CT and has over 17 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors LLC | New York, NY | Aug 2021 - Current | 2 |
The Prudential Insurance Company Of America | Shelton, CT | Jul 2019 - Aug 2021 | 2 |
Pruco Securities LLC | Shelton, CT | Jul 2019 - Aug 2021 | 2 |
Mml Investor Services | Stratford, CT | Apr 2018 - Jul 2019 | 1 |
Massachusetts Mutual Life Insurance Company | Stratford, CT | Apr 2018 - Jul 2019 | 1 |
Holistic Financial Strategies, LLC | Stratford, CT | Jan 2017 - Apr 2018 | 1 |
Eagle Strategies LLC | Stratford, CT | Dec 2015 - Mar 2018 | 2 |
New York Life Insurance Company | Stratford, CT | Sep 2015 - Mar 2018 | 2 |
Nylife Securities LLC | Stratford, CT | Sep 2015 - Mar 2018 | 2 |
Metlife Securities Inc. | Oakville, CT | Jan 2013 - Sep 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2006 |
S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- CT
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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