Jeffrey D. Schell

BRIGHTHOUSE SECURITIES

West Hartford, CT

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CRD#: 5009548

Professional summary

Jeffrey Douglas Schell, CFP® is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in West Hartford, Connecticut.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2007. Jeffrey has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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 Jeffrey Douglas Schell'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®

CFP^®

Certified Financial Planner

Experience

Current

March 9, 2022 - Present

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300

West Hartford, CT

Past

April 19, 2018 - February 24, 2022

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

February 7, 2018 - April 4, 2018

DIRECTED SERVICES LLC

CRD#: 21675

WEST CHESTER, PA

Past

February 16, 2015 - December 31, 2017

CR CAPITAL DISTRIBUTORS, LLC

CRD#: 171776

Newport Beach, CA

Past

February 15, 2013 - March 14, 2014

REALTY CAPITAL SECURITIES, LLC

CRD#: 145454

NEW YORK CITY, NY

Past

October 30, 2007 - November 8, 2012

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

IRVINE, CA

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/9/2022)

Montana
(3/9/2022)

New Mexico
(12/17/2024)

New York
(3/9/2022)

Exams

State Security Law Exam

Series 63

Date: 11/20/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/29/2007

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300 / SEC#: , 8-69845

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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Contact information

Main Address

11225 North Community House Road, Charlotte, NC 28277

Mailing Address

11225 North Community House Road, Charlotte, NC 28277

Phone number

(800) 848-3854

Established

Delaware since 02/01/2000

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
BRIGHTHOUSE HOLDINGS, LLC	SOLE MEMBER (SHAREHOLDER)
BEAULIEU, PHILIP JOHNATHON	VICE PRESIDENT	5300540
DAVIS, MICHAEL BENJAMIN	VICE PRESIDENT	1742347
LAMBERT, MYLES JOSEPH	CHAIRMAN PRESIDENT AND CEO	3107551
LEINTZ, DONALD ANTHONY	VICE PRESIDENT	4374813
MACILVANE, KEVIN MICHAEL JR	VICE PRESIDENT	5164574
MARTINEZ, JOHN GREGORY	PRINCIPAL FINANCIAL OFFICER	2210722
MORGAN, JANET MARIE	VICE PRESIDENT	6770849
NIGRO, GERARD JOSEPH	SENIOR VICE PRESIDENT	1577003
PROHONIC, KRISTIN LEE	CHIEF COMPLIANCE OFFICER	3048592

Red Flags

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Jeffrey D. Schell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Douglas Schell's CRS (Customer Relationship Summary).

Certified licenses

Experience

LINCOLN FINANCIAL DISTRIBUTORS, INC.

DIRECTED SERVICES LLC

CR CAPITAL DISTRIBUTORS, LLC

REALTY CAPITAL SECURITIES, LLC

METLIFE INVESTORS DISTRIBUTION COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 11/20/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/4/2008

Series 6

Date: 10/29/2007

FINRA

Current Firm

BRIGHTHOUSE SECURITIES, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

BRIGHTHOUSE SECURITIES, LLC

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