Broker Check

Jason Jeffers, Financial Advisor

Local - Loyal - Caring

Local - Loyal - Caring

From my office on Main Street in the picturesque town of Rowley, on the beautiful north shore of Massachusetts, I am minutes from I-95 and easily accessible to my clients residing in southern Maine, southern New Hampshire and eastern Massachusetts.  

Client Centered

Client Centered

I built my business on a foundation of thoughtful client relationships.  For more than twenty-five years I have helped families throughout New York & New England with their investment strategies, portfolio construction, and ongoing monitoring of their accounts.   

My strategy is one of active portfolio management, employing dynamic and tactical strategies.  I find that dynamic portfolio managers are better positioned to make opportunistic and thoughtful trades to take advantage of events.

Throughout the year, I will be there to answer your questions and keep you on course towards your goals.  With my guidance, I will work to keep you calm during the most tumultuous times. 

How I Work with You

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation for success.

Equity Services / ESI Financial Advisors

You may be wondering, who is Equity Services, Inc. (ESI) and what is the difference between a broker dealer and a registered investment adviser? 

ESI provides a support staff and technology platforms to execute the recommendations that you and I agree to implement. ESI provides access to the infrastructure to buy, sell, service and report on a vast array of investment solutions.

I am a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and I offer securities in the following states:  Connecticutt, Florida, North Carolina, Ohio & South Carolina.  I am insurance licensed in Florida, Maine, Massachusetts, New Hampshire & Vermont.  Investing involves risk, including the potential for loss of principal.  Past performance does not guarantee future performance.

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