Best Investors Account Sign in
Current Employers
Equity Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-06-15
  • NY RA
    APPROVED
    Since 2022-06-15

Branch Locations

410 Motor Parkway 2Nd Floor, Hauppauge, NY 11788 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. East Northport NY 07/2019 03/2022
J.P. Morgan Securities Llc. East Northport NY 09/2019 03/2022
Jpmorgan Chase Bank, N.A. East Northport NY 12/2017 06/2019
Gap Inc Commack NY 10/2013 12/2017
Farmingdale State College Farmingdale NY 08/2015 05/2019
National Life Group Hauppauge NY 03/2022 Present
Equity Services Inc. Montpelier VT 03/2022 Present
  • 07/2019 → 03/2022
    Jpmorgan Chase Bank, N.A.
    East Northport, NY
  • 09/2019 → 03/2022
    J.P. Morgan Securities Llc.
    East Northport, NY
  • 12/2017 → 06/2019
    Jpmorgan Chase Bank, N.A.
    East Northport, NY
  • 10/2013 → 12/2017
    Gap Inc
    Commack, NY
  • 08/2015 → 05/2019
    Farmingdale State College
    Farmingdale, NY
  • 03/2022 → Present
    National Life Group
    Hauppauge, NY
  • 03/2022 → Present
    Montpelier, VT
Other Businesses

*EASTERN ADVISORY GROUP. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. INV REL. 10/01/2025, FIXED INSURANCE. AGENT. SELL FIXED INSURANCE PRODUCTS THROUGH VARIOUS CARRIERS - LIFE, HEALTH, DISABILITY, AND LTC PRODUCTS. DURING TRADE HRS. *RLH DIAMOND GROUP. 1414 WANTAGH AVE, WANTAGH NY. INV REL. OCT 2024. ASSIST SERVICING FAMILY BUSINESS P&C COMPANY TWO DAYS A WEEK. CUSTOMER SERVICE REP. ASSIST WITH CLIENTS SERVICE NEEDS AS IT RELATES TO THEIR HOME AND AUTO INS POLICIES. DURING TRADE HRS. *KINGS PARK CHAMBER OF COMMERCE. 1 CHURCH ST, KINGS PARK NY. JAN 2025. NOT INV REL. BOARD MEMBER FOR HOMETOWNS LOCAL CHAMBER OF COMMERCE. DIRECTOR. ATTEND BOARD MEETINGS, ADVOCACY FOR THE TOWN AND ITS BUSINESS COMMUNITY, VOTING ON MOTIONS BROUGHT TO BOARD, PLANNING COMMUNITY OUTREACH EVENTS. DURING SOME TRADE HRS. *MCINTOSH TAX & ASSET MANAGEMENT. 410 MOTOR PARKWAY, 2ND FLOOR, HAUPPAUGE, NY 11788. INV REL. JUNE 2025. MARKETING AND AFFILIATION FOR SELLING FIXED PRODUCTS. AGENT. JR MARKETING AND FIXED SELLING .DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-15
S63 Uniform Securities Agent State Law Examination 2020-02-19
  • S65 Uniform Investment Adviser Law Examination
    2022-06-15
  • S63 Uniform Securities Agent State Law Examination
    2020-02-19
Other Names
  • Jack S Falzone
  • Jack Falzone
  • Jack Steven Falzone

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Hauppauge, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor