Jefferson Pilot Securities Corporation (Concord)

Name: Jefferson Pilot Securities Corporation
Address: One Granite Pl, Concord, NH, 03301
Telephone: 603-226-5000

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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

Name	Entity	Date acquired	Ownership	Employer ID
Carol Robinson Hardiman	Vice president, operations director	1 Oct 1981	Other	831061
John Arthur Weston	Treasurer	1 Nov 1988	Other	1244146
Charles C Cornelio	Vice president, director	1 May 1990	Other	2081506
Charles Carmen Cornelio	Director	1 May 1990	Other	2081506
Michael Francis Murray	Assistant vice president, investment operations	1 Oct 1993	Other	2074275
Shari Jane Lease	Assistant secretary	1 Dec 1994	Other	2631744
Lisa Schlosser Clifford	Assistant vice president, compliance	1 Apr 1995	Other	1745774
Kim Jay Salamy	Assistant vice president, marketing	1 May 1995	Other	1545465
David Kenneth Booth	Vice president, marketing	1 Sep 1995	Other	2030529
Ronald Richard Angarella	President	1 Nov 1995	Other	1785580
Jefferson Pilot Corporation	Parent company	1 Jun 1997	75% - 100%	56-089-61-80
Donna Manning Wilbur	Assistant treasurer	1 Jun 1998	Other	2475466
Warren Thomas Boulter	Assistant vice president, compliance	1 Jan 1999	Other	26914
David Edward Armstrong	Assistant vice president, product & planning	1 Oct 1999	Other	2465424
Timothy Larry Stickney	Assistant vice president, compliance	1 Jun 2001	Other	1340004
Ronald Richard Angarella	Chairman & ceo	1 Mar 2003	Other	1785580
David Kenneth Booth	President	1 Mar 2003	Other	2030529
David Edward Armstrong	Vice president, product & planning	1 May 2003	Other	2465424
Frederick C. Tedeschi	Vice president & secretary	1 May 2003	Other	xxx-xx-xxxx
Marty Eugene Kennedy	Assistant vice president	1 May 2003	Other	2556052
Margaret Ann Salamy	Assistant vice president	1 May 2003	Other	1578398
Michael Francis Murray	Vice president	1 Feb 2004	Other	2074275
Marty Eugene Kennedy	Vice president	1 Feb 2004	Other	2556052
Michael Robert Stevenson	Avp, business practices	1 Feb 2005	Other	2432668
Lincoln Jp Holdings Lp (Subsidiary Of Lincoln National Corp.)	Parent company	1 Apr 2006	75% - 100%	35-1140070
Paula Lemire Mango	Asst. vp, privacy and aml officer	1 Apr 2006	Other	1060500
Kenneth Lee Wagner	Chief compliance officer	1 Jun 2006	Other	1113763
Lucy Denise Gase	Vice president, field relations,strategies & service delivery	1 Jun 2006	Other	4097467
David Thomas Sr Furman	2nd vice president, field relations	1 Jun 2006	Other	2486528
Robert William Dineen	Chairman, ceo, director	1 Jul 2006	Other	1035633
Michael Andrew Gilliland	Interim chief compliance officer	1 Aug 2006	Other	2421264
Lincoln National Corporation	Parent company	1 Mar 2007	75% - 100%	35-1140070
Keith James Ryan	Vice president and chief financial officer	1 May 2007	Other	2709700
Shari Lovell Drewes	Treasurer	1 May 2007	Other	4611457
Ronald Wayne Turpin	Assistant vice president	1 May 2007	Other	5382685
Stephen Michael Youhn	Chief compliance officer	1 Jun 2007	Other	1414691
David Thomas Sr Furman	Avp, business solutions	1 Jul 2007	Other	2486528
Mark Christopher Crowley	Assistant vice president	1 Dec 2007	Other	2200724

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.