Jeffrey John Filoon

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-03-06

Branch Locations

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

Organization	City	State	From	To
Citizens Bank	Philadelphia	PA	06/2019	03/2020
Citizens Securities, Inc.	Philadelphia	PA	07/2019	03/2020
Temple University	Phila	PA	06/2016	05/2019
Three Monkeys Cafe	Phila	PA	09/2014	06/2020
New York Life Insurance Co	Wayne	PA	03/2020	12/2025
Nylife Securities Llc	Wayne	PA	03/2020	12/2025
Northwestern Mutual Investment Services, Llc	Philadelphia	PA	11/2018	07/2019
Mml Investors Services, Llc	Radnor	PA	02/2026	Present
Massmutual Life Insurance Co	Radnor	PA	02/2026	Present

06/2019 → 03/2020

Citizens Bank

Philadelphia, PA
07/2019 → 03/2020

Citizens Securities, Inc.

Philadelphia, PA
06/2016 → 05/2019

Temple University

Phila, PA
09/2014 → 06/2020

Three Monkeys Cafe

Phila, PA
03/2020 → 12/2025

New York Life Insurance Co

Wayne, PA
03/2020 → 12/2025

Nylife Securities Llc

Wayne, PA
11/2018 → 07/2019

Northwestern Mutual Investment Services, Llc

Philadelphia, PA
02/2026 → Present

Mml Investors Services, Llc

Radnor, PA
02/2026 → Present

Massmutual Life Insurance Co

Radnor, PA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-04
S63	Uniform Securities Agent State Law Examination	2019-09-03

Other Firms