Jeff R Maas

Current Employers

Employment History

• 05/2004 → 01/2025
  Lincoln Financial Advisors
  Sacramento, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Folsom, CA

Previous Registrations

• 2004-11-04 → 2025-01-24
  Osaic Fa, Inc.
  Sacramento, CA
  Sacramento, CA
  Folsom, CA
  Sacramento, CA

Other Businesses

1) JEFF MAAS 8880 CAL CENTER DRIVE, SUITE 220 SACRAMENTO, CA 95826 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, LONG-TERM CARE INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE. START DATE: 07/01/10 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5. 2) JEFF R. MASS 15359 CLEMENTIA CIRCLE RANCHO MURIETA, CA 95683 CATEGORY: CONSULTING INVESTMENT RELATED: NO TITLE: PARTNER DUTIES: CONSULTING THROUGH MATSKO CONSULTING GROUP (MCG) LLC START DATE: 01/01/2010 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 5 3) JEFF MAAS 3440 EASTERN AVE. SACRAMENTO, CA 95821 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: MAINTAINS RENTAL PROPERTY START DATE: 9/2011 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) JEFFREY R. MAAS 8880 CAL CENTER DR., STE. 220 SACRAMENTO, CA 95826 CATEGORY: MEDIA INVESTMENT RELATED: NO TITLE: AUTHOR DUTIES: CO-AUTHORED A BOOK "MASTERING YOUR FINANCIAL SUCCESS" START DATE: 10/01/2019 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 5) RETIREMENT SECURITY CENTERS LLC 8880 CAL CENTER DR. STE. 220 SACRAMENTO, CA 95826 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE OPERATES AND FIXED INSURANCE PRODUCTS ARE OFFERED AND SERVICED, INCLUDING FIXED AND INDEXED ANNUITIES, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 10/01/2019 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 4 6) MOMENTUM VALUE PARTNERS, LLC 3000 EXECUTIVE PARKWAY, STE. 400, SAN RAMON, CA 94583 CATEGORY: LEGAL ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: LEGAL ENTITY THROUGH WHICH PRACTICE WILL BE RUN AS WELL AS FIXED INSURANCE PRODUCTS OFFERED AND SERVICED. PRODUCTS INCLUDE FIXED AND INDEXED ANNUITIES, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 1/1/2025 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10

Exams

• S66 Uniform Combined State Law Examination
  2004-10-21

Designations

Other Names

• Jeffrey Robert Maas