John Dominic Donofrio

Current Employers

Employment History

• 07/2006 → Present
  Mml Investors Services, Llc
  Center Valley, PA
• 06/2006 → Present
  Massmutual Life Insurance Co
  Center Valley, PA

Other Businesses

(1)NAME:JOHN DONOFRIO INSURANCE AGENT, INV REL: Y ADDR:3701 CORPORATE PARKWAY SUITE 320 CENTER VALLEY PA 18034 NATURE: OUTSIDE INSURANCE POSITION:AGENT, START:9/1/2006, NO HR/MO:10 NO HR/MO DUR TRADING:5 DESCRIBE DUTIES: LIFE, HEALTH, GROUP LIFE, GROUP HEALTH (2) NAME: JOHN D DONOFRIO INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: EXCEUTIVE BENEFIT CONSULTANT POSITION: SALES/OWNER START DATE: 2/2016 NO HRS/MO: 2-4 NO HRS/MO DUR TRADING: 0 (3) NAME: EVERGREEN WEALTH STRATEGIES, LLC INV REL: Y ADD: 1748 QUARRY RD., COOPERBURG, PA 18036 NATURE: MEDICARE SALES POSITION: MEMBER, LICENSED INSURANCE AGENT START DATE: 10/01/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: GENERAL BUSINESS MANAGEMENT FOR THE LLC AS WELL AS MEDICARE INSURANCE SALES (4) NAME: JD WEALTH SERVICES LLC INV REL: Y ADD: RESIDENTIAL NATURE: LLC USED FOR EXPENSES AND COMPENSATION FOR ADVISORY FEES POSITION: OWNER START DATE: 11/01/2025 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: MANAGEMENT OF EXPENSES AND COMPENSATION RELATED TO ADVISORY FEES RECEIVED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-27
• S63 Uniform Securities Agent State Law Examination
  2006-10-12

Other Names

• John Donofrio