Jacob Earle Betteridge

Current Employers

Sound Income Strategies, Llc

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2022-03-30

CT RA
APPROVED

Since 2022-03-30

Branch Locations

1921 Boston Post Rd., Westbrook, CT 06498 • United States

500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Madison	CT	04/2018	07/2019
Citizens Bank	New London	CT	10/2017	04/2018
Unemployed	Killingworth	CT	05/2017	10/2017
Paul Stuart	New York	NY	11/2010	05/2017
Bank Of America, N.A.	Madison	CT	07/2018	07/2019
Citizens Securities, Inc.	Niantic	CT	07/2019	03/2022
Sound Income Strategies Llc	Fort Lauderdale	FL	03/2022	Present
Scranton Financial Group	Westbrook	CT	03/2022	Present

04/2018 → 07/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Madison, CT
10/2017 → 04/2018

Citizens Bank

New London, CT
05/2017 → 10/2017

Unemployed

Killingworth, CT
11/2010 → 05/2017

Paul Stuart

New York, NY
07/2018 → 07/2019

Bank Of America, N.A.

Madison, CT
07/2019 → 03/2022

Citizens Securities, Inc.

Niantic, CT
03/2022 → Present

Sound Income Strategies Llc

Fort Lauderdale, FL
03/2022 → Present

Scranton Financial Group

Westbrook, CT

Previous Registrations

2019-07-26 → 2022-03-18

Citizens Securities, Inc.

New London, CT

Deep River, CT

Johnston, RI

Bridgeport, CT

Groton, CT

Mystic, CT

Niantic, CT

East Lyme, CT

Orange, CT
2018-08-01 → 2019-07-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Guilford, CT

Other Businesses

1. Scranton Financial Group - Customer Service Representative 03/2022 - Present. Investment Related. Assisting customers with onboarding and account services. 1921 Boston Post Road Westbrook Ct. 06498. 80% of business hours. 2. Scranton Financial Group - Fixed and Health Insurance Sales. 03/2022 - Present. Investment Related. Sales of Fixed Insurance and Health Insurance Sales. 1921 Boston Post Raod Westbrook, Ct. 06498 10% of business hours. 3. The Retirement Income Source DBA. 03/2022 - Present. Investment Realted. Marketing to Perspective clients for Fixed Insurance and Investment Advisory services. 1921 Boston Post Rd. Westbrook, Ct. 06498. 0% of business hours. 4. Killingsworth Lions Club - Board Member. Non- Investment related. Volunteer for a 501c3 organization. This does not encompass any business hours. 5. Scranton Financial Group, LLC DBA Retirement Income Source SFG. 03/2025 - Present. Investment Realted. Marketing to Perspective clients for Fixed Insurance and Investment Advisory services. 1921 Boston Post Rd. Westbrook, Ct. 06498. 0% of business hours. 6. Redfield Home, LLC - 05/2025 - Present - Not investment related. Oversees production and sales of sculptures and woodwork. This does not encompass any business hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-07-31
S63	Uniform Securities Agent State Law Examination	2001-02-20

S66 Uniform Combined State Law Examination

2018-07-31
S63 Uniform Securities Agent State Law Examination

2001-02-20

Other Names

Jacob Earle Betteridge
Jacob Betteridge

View on SEC IAPD