Jason Jeffers
Jason Jeffers is a registered investment advisor at Esi Financial Advisors, based in Bennington, VT, with 27 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12,116 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ESI Financial Advisors offers investment management through various programs. Fees vary depending on the program chosen and can include platform fees, strategist fees, and service fees.
ESI Illuminations programs charge a platform fee between 0.26% and 0.45% annually, plus strategist fees (0.02%-1.00%) and EFA's service fee (0-2.00%).
American Funds and Schwab Retirement Advisor Services have tiered fees, up to 1.00% annually on the first $1M, decreasing to 0.35% on amounts over $10M.
AssetMark fees are negotiated with the advisor, not to exceed 1.5% annually.
SEI fees are also negotiated, not to exceed 1.75% annually, plus a 0.05% administrative fee.
Location
210 South St, P. O. Box 4544, Bennington, VT, 05201
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Jason is an agent for NPA Financial, The Vermont Agency, and Simmons Financial Partners LLC, all insurance-related. He is also an owner of J&S Wealth Advisors, a pass-through entity for marketing non-registered business, and provides consulting on non-financial services.
Employment History
Current Registrations
Equity Services, INC.Broker
Esi Financial Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
People's United Advisors, INC.
People's Securities, INC.
People's Securities, INC.Broker
Santander Securities
Santander Securities LLCBroker
People's Securities, INC.Broker
People's Securities, INC.
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Evergreen Investment Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Citicorp Investment ServicesBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
Seaboard Securities, INC.Broker
Continental Broker-Dealer CORP.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.