Jefferson Pilot Securities Corporation (Concord)

Jefferson Pilot Securities Corporation is a large advisory firm based in Concord. It manages $1.3 billion of regulatory assets for 6,707 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Jefferson Pilot Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 1,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jefferson Pilot Securities Corporation: assets under management

The assets under management (AUM) of Jefferson Pilot Securities Corporation is $1.3 billion. The firm's AUM has grown by 1091% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $197.95 million in discretionary accounts and $1.1 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $209.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $190.86 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jefferson Pilot Securities Corporation for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jefferson Pilot Securities Corporation

Ronald Richard Angarella has been acting as President since 1 Nov 1995. Mark Christopher Crowley joined the executive team most recently as the Assistant Vice President.

Direct owners and executive officers

Based in Concord

The principal office where Jefferson Pilot Securities Corporation performs its advisory services is located at One Granite Pl, Concord, NH 03301, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-226-5000 or by fax 603-226-5035. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at jpsecurities.com.

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