Best Investors
Account
Sign in
2001 Crocker Road Suite 530, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-01-07 |
Branch Locations
2001 Crocker Road Suite 530, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jps Financial Llc | Westlake | OH | 06/2004 | Present |
***PERIODIC SALE OF GROUP INSURANCE 1/2005: VARIOUS INSURANCE CARRIERS. I RECEIVE COMMISIONS ON THE SALE OF GROUP LIFE, DISABLITLY, MEDICAL, DENTAL, AND VISION INSURANCE OUTSIDE OF PRINCIPAL FINANCIAL GROUP. NOT INVESTMENT RELATED ***MASSMUTUAL, GUARDIAN, JL THOMAS & CO,OH, INSUR BROKER, SALES OF FIXED TERM LIFE, WHOLE LIFE, DISABLITY, FIXED ANNUITIES, LTC PRODUCT, 2008-PRESENT, NOT INVESTMENT RELATED. UNUM AND THE HARTFORD, '08-PRESENT, OH, SELLING & SERVICING OF SHORT TERM DISABILITY, LTC & GROUP LIFE, 5 HRS/MO, NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-06-16 |
Reach out to this advisor