Jason Kaplan
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Jason Kaplan Email & Phone Number

Financial Advisor at Eagles Strategies at NYLIFE Securities LLC
Location: Greater Boston, United States, United States 4 work roles 3 schools
3 work emails found @nylifesecurities.com 2 phones found area 508 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 2 phones

Work email k****@nylifesecurities.com
Direct phone (508) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor at Eagles Strategies
Location
Greater Boston, United States, United States
Company size

Who is Jason Kaplan? Overview

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Quick answer

Jason Kaplan is listed as Financial Advisor at Eagles Strategies at NYLIFE Securities LLC, a company with 3416 employees, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at nylifesecurities.com, phone signal with area code 508, and a matched LinkedIn profile for Jason Kaplan.

Jason Kaplan previously worked as President at Kaplan Family Financial, Llc and Financial Services Professional at Nylife Securities Llc. Jason Kaplan holds Master’S Degree, Business Administration And Management, General from Boston College.

Company email context

Email format at NYLIFE Securities LLC

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{last}{first_initial}@nylifesecurities.com
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AeroLeads found 3 current-domain work email signals for Jason Kaplan. Compare company email patterns before reaching out.

Profile bio

About Jason Kaplan

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Our Office Location:1 Lakeshore Center, 202Bridgewater, Ma. 02324508-279-4488Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Neither Kaplan Family Financial, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Kaplan Family Financial, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Listed skills include Leadership, Customer Service, Microsoft Office, Insurance, and 21 others.

Current workplace

Jason Kaplan's current company

Company context helps verify the profile and gives searchers a useful next step.

NYLIFE Securities LLC
Nylife Securities Llc
Financial Advisor at Eagles Strategies
new york, new york, united states
Employees
3416
AeroLeads page
4 roles

Jason Kaplan work experience

A career timeline built from the work history available for this profile.

President

Current
Kaplan Family Financial, Llc

Neither Kaplan Family Financial, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.Kaplan Family Financial, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Nov 2023 - Present

Financial Services Professional

Current

Bridgewater, MA

Registered Representative offering securities products and services through NYLIFE Securities LLC, Member of FINRA/SIPC, A Licensed Insurance Company.

Jul 2015 - Present

Agent

Current

Bridgewater, Ma.

Agent licensed to sell insurance through New York Life Insurance Company.

May 2015 - Present

Technician

New Bedford, MA

22 years at Verizon going from Operator Services, to SST then COT and finally Tech support for my last 11 years

Mar 1993 - Apr 2015
Team & coworkers

Colleagues at NYLIFE Securities LLC

Other employees you can reach at nylifesecurities.com. View company contacts for 3416 employees →

3 education records

Jason Kaplan education

Master’S Degree, Business Administration And Management, General

FAQ

Frequently asked questions about Jason Kaplan

Quick answers generated from the profile data available on this page.

What company does Jason Kaplan work for?

Jason Kaplan works for NYLIFE Securities LLC.

What is Jason Kaplan's role at NYLIFE Securities LLC?

Jason Kaplan is listed as Financial Advisor at Eagles Strategies at NYLIFE Securities LLC.

What is Jason Kaplan's email address?

AeroLeads has found 3 work email signals at @nylifesecurities.com for Jason Kaplan at NYLIFE Securities LLC.

What is Jason Kaplan's phone number?

AeroLeads has found 2 phone signal(s) with area code 508 for Jason Kaplan at NYLIFE Securities LLC.

Where is Jason Kaplan based?

Jason Kaplan is based in Greater Boston, United States, United States while working with NYLIFE Securities LLC.

What companies has Jason Kaplan worked for?

Jason Kaplan has worked for Kaplan Family Financial, Llc, Nylife Securities Llc, New York Life Insurance Company, and Verizon.

Who are Jason Kaplan's colleagues at NYLIFE Securities LLC?

Jason Kaplan's colleagues at NYLIFE Securities LLC include Molly Colvin, Cody Perez, Asia Pimentel, Aman Goel, and Chris Snipes.

How can I contact Jason Kaplan?

You can use AeroLeads to view verified contact signals for Jason Kaplan at NYLIFE Securities LLC, including work email, phone, and LinkedIn data when available.

What schools did Jason Kaplan attend?

Jason Kaplan holds Master’S Degree, Business Administration And Management, General from Boston College.

What skills is Jason Kaplan known for?

Jason Kaplan is listed with skills including Leadership, Customer Service, Microsoft Office, Insurance, Sales, Microsoft Excel, 401K Rollovers, and Education Funding Strategies.

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