Jeffrey Costello

Current Employers

Employment History

• 09/2011 → 01/2019
  Mml Investors Services
  Warren, NJ
• 09/2011 → 01/2019
  Massmutual Life Insurance Company
  Warren, NJ
• 07/2019 → 05/2025
  M Holdings Securities, Inc.
  Portland, OR
• 07/2019 → Present
  Beneficial Wealth
  Red Bank, NJ
• 02/2019 → 06/2019
  Self Employed
  Bridgewater, NJ
• 11/2023 → 05/2025
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH
• 05/2025 → Present
  The Leaders Group Inc
  Summit, NJ
• 01/2012 → Present
  Group Benefits
  Hillsborough, NJ
• 05/2025 → Present
  Simplicity Wealth
  Summit, NJ
• 07/2019 → 05/2025
  One Team Financial
  Red Bank, NJ

Previous Registrations

• 2023-11-09 → 2025-05-19
  Prosperity Capital Advisors
  Berkeley Heights, NJ
  Red Bank, NJ
  Westlake, OH
• 2019-07-05 → 2024-03-07
  M Holdings Securities, Inc.
  Portland, OR
  Berkeley Heights, NJ
• 2016-08-29 → 2019-02-25
  Mml Investors Services, Llc
  Warren, NJ

Other Businesses

Jeffrey Costello; Investment Related, No; 200 Connell Dr, Berkeley Heights, NJ 07922, Registered Insurance Agent; 01/01/2012; Hours per month during trading hours; employee benefits/Insurance sales. Group Benefits Insurance Agency; Investment Related, No; 111 Omni Dr, Hillsborough NJ 08844; Owner/Partner; 01/01/2012; Hour per month during trading hours 30; I own an employee benefits insurance agency. We help companies incorporate and offer their employees group health insurance dental insurance and other insurance programs. I am the owner with 4 staff members that are in charge of account management etc. MJV Properties LLC; Investment Related, No; 4 Davenport Way Hillsborough NJ 08844; Owner/Partner; Investment Property; 12/01/2023; During trading hours, 0; outside trading hours 2 per noninvestment properties focused on generating income and real estate appreciation. 1 property is owned in this LLC. Costello Properties; Investment Related, No, 4Davenport way Hillsborough NJ 08844; Owner/Partner; Investment Property; 06/01/2022; During trading hours, 0; outside trading hours 2 per month; Own invest prosperities focused on generating income and real estate appreciation. 1 property is owned in this LLC. The Leaders Group; not investment related; 05/2025; Registered Representative; 475 Springfield Avenue Summit, New Jersey 07901; Hours per month during and after trading business hours 10.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-01
• S63 Uniform Securities Agent State Law Examination
  2016-03-26

Other Names

• Jeff Costello
• Jeffrey Costello
• Jeffrey Charles Costello