Jack M Somer

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1993 → 08/2019
  Guardian Life Ins. Co.
  New York, NY
• 09/1999 → 08/2019
  Park Avenue Securities Llc
  New York, NY
• 02/2019 → Present
  National Life Ins Co
  New York, NY
• 09/2019 → Present
  Equity Services, Inc.
  Montpelier, VT

Other Businesses

*OUTSIDE INSURANCE SALES. 675 THIRD AVE STE 900 - NY, NY 10017. INV REL. SALES OF LTC, GROUP AND INDIVIDUAL HEALTH BENEFITS FIXED ANNUITIES AND FIXED LIFE AND TERM PRODUCTS. 06/01/1999. DURING TRADE HRS. *WEALTHBRIDGE FINANCIAL GROUP. 675 THIRD AVE STE 900, NY,NY 10017 - INV REL. INSURANCE SALES - SALES AGENT - 02/2019 TO PRESENT - I AM AN AGENT BROKER FROM A NLV AGENCY. 160 HRS DURING TRADING HRS 9/4. *NATIONAL LIFE INS CO. - 675 THIRD AVE STE 900, NY,NY 10017 - INV REL. INSURANCE SALES - SALES AGENT - 02/2019 TO PRESENT - I AM AN AGENT BROKER FROM A NLV AGENCY. 160 HRS DURING TRADING HRS 9/4

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-03-12

Other Names

• Jack Somer