JP
ChFC
JP
ChFC

Jeffrey Parsons

37 Years of Experience
Concord, NH
BrokerSells Insurance

Jeffrey Parsons is a ChFC-designated registered investment advisor, based in Concord, NH, with 37 years of industry experience.

Location

24 S State St., Concord, NH, 03301

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey is a property owner/manager through Lynnerose, LLC, and an independent insurance agent for various companies, dedicating a few hours per week and full-time respectively. He is also an advisory representative of a RIA and a notary.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Cambridge Investment Research Advisors, INC.
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
February 2018 - April 2021 · 3 yrs 2 mos
LPL Financial LLC
February 2018 - April 2021 · 3 yrs 2 mos
Invest Financial Corporation
November 2007 - February 2018 · 10 yrs 3 mos
Invest Financial CorporationBroker
August 2007 - February 2018 · 10 yrs 6 mos
Jefferson Pilot Securities CorporationBroker
May 2006 - September 2007 · 1 yr 4 mos
Metlife Securities INC.
September 2004 - May 2006 · 1 yr 8 mos
Metlife Securities INC.Broker
August 2004 - May 2006 · 1 yr 9 mos
Metropolitan Life Insurance CompanyBroker
August 2004 - May 2006 · 1 yr 9 mos
Esi Financial Advisors
November 2003 - September 2004 · 10 mos
Equity Services, INC.Broker
October 2003 - September 2004 · 11 mos
Park Avenue Securities LLC
April 2003 - October 2003 · 6 mos
Park Avenue Securities LLCBroker
May 1999 - October 2003 · 4 yrs 5 mos
Baldwin & Clarke Advisory Services, INC.
April 1999 - October 2003 · 4 yrs 6 mos
Guardian Investor Services CorporationBroker
May 1998 - May 1999 · 1 yr
W. S. Griffith & CO., INC.Broker
December 1993 - April 1998 · 4 yrs 4 mos
G. R. Phelps & CO., INC.Broker
April 1991 - December 1993 · 2 yrs 8 mos
Equico Securities, INC.Broker
March 1988 - August 1991 · 3 yrs 5 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1988 - August 1991 · 3 yrs 5 mos
State Registrations27 states
AZCACOCTDCFLGAIAILMAMDMEMINCNHNJNYORPARISCTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeffrey Parsons - Financial Advisor | TrueAdvisor