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professional profile

Jeffrey A Concepcion, ChFC

AgentRRIAR Beachwood, OH CRD 1899367 Last verified October 2026

Overview

Jeffrey A Concepcion is an insurance agent, a registered representative and an investment adviser representative based in Beachwood, OH, with 37 years in the industry.

Years in the industry
37
States licensed
1
States registered
4
Carrier appointments
3

Contact

3 business emails and 4 phone numbers on file

Registrations and licenses

  • Licensed in 1 state
  • Registered in 4 states
  • Producer
  • Series 22
  • Series 24
  • Series 52TO
  • Series 53
  • Series 6
  • Series 63
  • Series 7
  • SIE

3 lines of authority, with every state and its dates

Firms

Employment history since 1989

Carriers

3 active carrier appointments

Book and practice

Firm assets under management on file

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