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JJ

John F. Jeffers

BURCH & COMPANY,
Kansas City, MO 64116
Some features on this profile are disabled
CRD#: 2283534
JJ

Professional summary

John Frederick Jeffers is a registered financial advisor currently at BURCH & COMPANY, INC located in Kansas City, Missouri and M&A SECURITIES GROUP, INC. located in Kansas City, Missouri.

John is registered as a RR (Registered Representative) and started their career in finance in 1992. John has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 79, Series 31, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view John Frederick Jeffers's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 6, 2012 - Present

BURCH & COMPANY, INC

Office #1: 4151 N. Mulberry Drive Suite 235, Kansas City, MO 64116
BD
CRD#: 102280
Kansas City, MO
Current

January 21, 2014 - Present

M&A SECURITIES GROUP, INC.

Office #1: 4151 N. Mulberry Drive Suite 252, Kansas City, MO 64116
BD
CRD#: 39999
Kansas City, MO
Past

August 6, 2013 - December 18, 2013

DRJ CAPITAL ADVISORS, LLC

BD
CRD#: 158814
GROVER BEACH, CA
Past

August 22, 2012 - September 18, 2012

M&A SECURITIES GROUP, INC.

BD
CRD#: 39999
KANSAS CITY, MO
Past

October 23, 2008 - December 16, 2008

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SAN LUIS OBISPO, CA
Past

October 23, 2008 - December 16, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SAN LUIS OBISPO, CA
Past

August 13, 2007 - October 13, 2008

BURCH & COMPANY, INC

RIA
CRD#: 102280
GOLETA, CA
Past

July 21, 2005 - October 13, 2008

BURCH & COMPANY, INC

BD
CRD#: 102280
GOLETA, CA
Past

May 12, 2005 - July 26, 2005

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
SANTA BARBARA, CA
Past

May 12, 2005 - July 26, 2005

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
ANAHEIM, CA
Past

March 19, 2004 - May 6, 2005

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
SANTA BARBARA, CA
Past

March 19, 2004 - May 6, 2005

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

July 8, 1997 - August 6, 2003

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
SANTA MARIA, CA
Past

November 30, 1992 - August 6, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/1/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/9/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 1/5/2012
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 11/3/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/25/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/1/2012
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/28/2001
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/27/2001
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

MS
M&A SECURITIES GROUP, INC.
M&A SECURITIES GROUP, INC. | TOWER BROKERAGE SERVICES, INC.

CRD#: 39999 / SEC#: , 8-48926

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
4151 N. Mulberry Drive Suite 252, Kansas City, MO 64116
Mailing Address
4151 N. Mulberry Drive Suite 252, Kansas City, MO 64116
Phone number
(816) 888-7920
Established
Kansas since 12/18/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (48 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
PASTORINO, JESSICA BROOKPRESIDENT, CCO5230374
BURCH, JACOB RANDALOWNER6049983
BURCH, JENIFER LOUFINANCIAL AND OPERATIONS PRINCIPAL5796387

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

M&A SECURITIES GROUP, INC.

CRD#: 39999Kansas City, MO 64116

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