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Jeffrey Michael Stock

Stock Financial And Retirement Solutions

Somers, CT

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Current Employers
Stock Financial And Retirement Solutions

Somers, CT • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-05-28
  • CT RA
    APPROVED
    Since 2026-05-28

Branch Locations

Somers, CT • 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
OrganizationCityStateFromTo
Axa Life And Health Reinsurance Us Stamford CT 07/2022 07/2023
Connecticare Farmington CT 04/2018 06/2022
Compass Health Glastonbury CT 03/2016 01/2018
Caitlin John, Llc Somers CT 07/2023 05/2024
Stock Aca Somers CT 07/2023 Present
Stock Financial And Retirement Solutions Somers CT 09/2025 Present
  • 07/2022 → 07/2023
    Axa Life And Health Reinsurance Us
    Stamford, CT
  • 04/2018 → 06/2022
    Connecticare
    Farmington, CT
  • 03/2016 → 01/2018
    Compass Health
    Glastonbury, CT
  • 07/2023 → 05/2024
    Caitlin John, Llc
    Somers, CT
  • 07/2023 → Present
    Stock Aca
    Somers, CT
  • 09/2025 → Present
    Stock Financial And Retirement Solutions
    Somers, CT
Previous Registrations
Other Businesses

-licensed insurance agent -acts as a sponsor, general partner, or managing member of Stock Alternatives LLC -provides ad hoc actuarial consulting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-24
  • S65 Uniform Investment Adviser Law Examination
    2023-05-24
Other Names
  • Jeffrey M Stock
  • Jeffrey Stock
  • Jeffrey Michael Stock

View on SEC IAPD

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