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Jeremy Paul Stefanik

Bond Financial Group, Inc.

East Longmeadow, MA

CRD 8175576

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Employer firm

Bond Financial Group, Inc. CRD 289214

$54.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bond Financial Group, Inc.

180 Denslow Rd. Suite 2, East Longmeadow, MA 01028 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-21
  • MA RA
    APPROVED
    Since 2025-10-21

Branch Locations

180 Denslow Rd. Suite 2, East Longmeadow, MA 01028 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bob's Stores Enfield CT 06/2016 05/2019
Bob's Stores Newington CT 05/2019 09/2020
Kohl's Willimantic CT 09/2020 05/2021
Bond Financial Group, Inc. East Longmeadow MA 05/2021 10/2025
Bond Financial Group, Inc. East Longmeadow MA 10/2025 Present
Full Time Student Enfield CT 09/2015 06/2019
  • 06/2016 → 05/2019
    Bob's Stores
    Enfield, CT
  • 05/2019 → 09/2020
    Bob's Stores
    Newington, CT
  • 09/2020 → 05/2021
    Kohl's
    Willimantic, CT
  • 05/2021 → 10/2025
    Bond Financial Group, Inc.
    East Longmeadow, MA
  • 10/2025 → Present
    Bond Financial Group, Inc.
    East Longmeadow, MA
  • 09/2015 → 06/2019
    Full Time Student
    Enfield, CT
Other Businesses

1. Insurance Agent. FIXED INSURANCE PRODUCT SALES 5 HOURS/DAY SELL AND SERVICE FIXED ANNUITIES, LIFE INSURANCE AND LONG TERM CARE INSURANCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-09
  • S65 Uniform Investment Adviser Law Examination
    2025-10-09

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

MICHAEL SCOTT POGGI
Paul Richard Duquette
RONALD JAMES BRIGGS

Nearby Offices

LPL FINANCIAL LLC · EAST LONGMEADOW, MA
OSAIC INSTITUTIONS, INC. · East Longmeadow, MA
LPL FINANCIAL LLC · EAST LONGMEADOW, MA

More in East Longmeadow, MA

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