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Jefferson Stacy Jones

Investment Adviser Representative at FLAGSHIP HARBOR ADVISORS, LLC

Yamouthport, MACRD #4567112Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
14 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 14 states
ArizonaCaliforniaColoradoDelawareFloridaMaineMassachusettsNew HampshireNew YorkNorth CarolinaSouth CarolinaVermontVirginiaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/28/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 10/18/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/28/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/20/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Flagship Harbor Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FLAGSHIP HARBOR ADVISORS, LLCCurrent
12/8/2014Yamouthport, MA
MORGAN STANLEY
11/30/200912/3/2014Hyannis, MA
PRIMEVEST FINANCIAL SERVICES, INC.
5/25/200511/19/2009Falmouth, MA
TD WEALTH MANAGEMENT SERVICES INC.
11/17/200911/18/2009Osterville, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jefferson Stacy Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jefferson Stacy Jones - Financial Advisor in Yamouthport, MA | AdvisorFinder