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JD

John E. Dustin

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CRD#: 2568838
JD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Edward Dustin SR., ChFC®, CLU®, who also goes by John Edward Dustin Sr, John Edward Dustin, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1994. John had worked at 9 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Edward Dustin Sr | John Edward Dustin

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
ChFC®

Experience


Past

March 27, 2018 - November 12, 2020

J.E.D. INSURANCE & FINANCIAL SERVICE AGENCY, INC.

RIA
CRD#: 291988
Foxboro, MA
Past

January 30, 2017 - January 30, 2020

BETRO MILESZKO & COMPANY

RIA
CRD#: 145184
FOXBORO, MA
Past

July 8, 2014 - October 15, 2014

OSAIC FA, INC.

RIA
CRD#: 3978
FOXBORO, MA
Past

February 28, 2013 - October 15, 2014

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

December 15, 2011 - December 21, 2011

NEW ENGLAND SECURITIES

BD
CRD#: 615
BOSTON, MA
Past

February 19, 2004 - January 3, 2011

SENTINEL SECURITIES, LLC.

BD
CRD#: 110942
READING, MA
Past

February 27, 2002 - January 28, 2004

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

November 7, 2000 - December 31, 2001

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

April 22, 1998 - November 7, 2000

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

July 19, 1995 - February 3, 1998

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

December 16, 1994 - July 7, 1995

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA

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
RR
Series 63
Date: 12/15/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JI
J.E.D. INSURANCE & FINANCIAL SERVICE AGENCY, INC.
J.E.D. INSURANCE & FINANCIAL SERVICE AGENCY, INC.

CRD#: 291988 / SEC#:

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Contact information


Main Address
30 Mechanic Street, Suite 5, Foxboro, MA 02035
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


J.E.D. INSURANCE & FINANCIAL SERVICE AGENCY, INC.

CRD#: 291988

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