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Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-12-18
  • VT RA
    APPROVED
    Since 2023-12-18

Branch Locations

210 South St P. O. Box 4544, Bennington, VT 05201 • United States

354 Mountain View Dr. Suite 200, Colchester, VT 05446 • United States

172 Main Street, Rowley, MA 01969 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
People'S Securities, Inc. Portsmouth NH 05/2015 08/2022
People'S United Advisors, Inc. Portsmouth NH 05/2018 08/2022
Lpl Financial Llc Hampton NH 08/2022 12/2023
Lpl Financial Llc Hampton NH 08/2022 12/2023
Equity Services Inc Montpelier VT 12/2023 Present
National Life Group Rowley MA 12/2023 Present
  • 05/2015 → 08/2022
    People'S Securities, Inc.
    Portsmouth, NH
  • 05/2018 → 08/2022
    People'S United Advisors, Inc.
    Portsmouth, NH
  • 08/2022 → 12/2023
    Hampton, NH
  • 08/2022 → 12/2023
    Hampton, NH
  • 12/2023 → Present
    Montpelier, VT
  • 12/2023 → Present
    National Life Group
    Rowley, MA
Previous Registrations
  • 2022-08-17 → 2023-12-22
    Portsmouth, NH
    Hampton, NH
    Bridgeport, CT
    Rochester, NH
    White River Junction, VT
    Stratham, NH
    Plaistow, NH
    Dover, NH
    Portsmouth, NH
    Exeter, NH
    Durham, NH
    Exeter, NH
    Hampstead, NH
    Wolfeboro, NH
    Salem, NH
    Raymond, NH
  • 2018-06-01 → 2022-08-17
    People'S United Advisors, Inc.
    Danvers, MA
    Portsmouth, NH
  • 2015-05-21 → 2020-03-31
    People'S Securities, Inc.
    Danvers, MA
    Danvers, MA
    Bridgeport, CT
    Peabody, MA
    Middleton, MA
    Manchester By The Sea, MA
    Topsfield, MA
    Beverly, MA
    Beverly, MA
    Salem, MA
    Beverly, MA
    South Hamilton, MA
    Derry, NH
    Salem, NH
    Hampstead, NH
    Plaistow, NH
    Durham, NH
    Stratham, NH
    York, ME
    Kittery, ME
    Kennebunkport, ME
    South Berwick, ME
    Portsmouth, NH
    Portsmouth, NH
    Exeter, NH
    Dover, NH
    Exeter, NH
    Raymond, NH
    Hampton, NH
    Kennebunk, ME
    Rochester, NH
    Wolfeboro, NH
    Bridgeport, CT
    Bridgeport, CT
  • 2014-10-06 → 2015-05-05
    Haverhill, MA
    Methuen, MA
    Methuen, MA
    Plymouth, MA
    North Andover, MA
    Methuen, MA
    North Andover, MA
  • 2011-03-14 → 2014-09-15
    People'S Securities, Inc.
    Bridgeport, CT
    Manchester By The Sea, MA
    Beverly, MA
    Danvers, MA
    Beverly, MA
    White River Junction, VT
    Saugus, MA
    Peabody, MA
    Beverly, MA
  • 2009-04-15 → 2011-02-01
    Hanover, MA
    Bridgewater, MA
    Abington, MA
    Brockton, MA
    Brockton, MA
    Fairhaven, MA
    New Bedford, MA
    New Bedford, MA
    Falmouth, MA
    So. Dennis, MA
  • 2006-12-20 → 2009-03-23
    Hyannis, MA
    West Dennis, MA
    Centerville, MA
    Chattam, MA
    Orleans, MA
    South Yarmouth, MA
    Hyannis, MA
  • 2004-10-20 → 2005-10-04
    Banc Of America Investment Services, Inc.
    Abington, MA
  • 2003-07-24 → 2004-10-20
    Quick & Reilly, Inc.
    Hyannis, MA
Other Businesses

*NPA FINANCIAL,172 MAIN ST,ROWLEY,MA,01969,ONGOING,INV REL,AGENT,INSURANCE,DURING TRD/HRS,1%*THE VERMONT AGENCY,172 MAIN ST,ROWLEY,MA,01969,ONGOING,INV REL,AGENT,INSURANCE,DURING TRD/HRS,1%*SIMMONS FINANCIAL PARTNERS LLC,172 MAIN STREET,ROWLEY,MA,01969,ONGOING,INV REL,AGENT,INSURANCE,DURING TRDL/HRS,0%. *J&S WEALTH ADVISORS. 172 MAIN ST, ROWLEY MA. NOT INV REL. JAN 2025. PASS THROUGH ENTITY FOR MARKETING NON-REGISTERED BUSINESS. OWNER. CONSULTING ON AND PROVIDING GUIDANCE WITH NON-FINANCIAL SERVICES RELATED QUESTIONS. DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-11-25
S63 Uniform Securities Agent State Law Examination 1998-03-25
  • S65 Uniform Investment Adviser Law Examination
    1998-11-25
  • S63 Uniform Securities Agent State Law Examination
    1998-03-25
Other Names
  • Jason Jeffers
  • Jason Michael Jeffers
  • Jason Michael Jeffers
  • Jason Michael Jeffers
  • Jason Michael Jeffers
  • Jason Jeffers

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