Jeffrey Charles Davis

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 01/2025
  Lincoln Financial Advisors Corporation
  Windham, NH
• 01/2025 → Present
  Osaic Wealth, Inc.
  Windham, NH

Previous Registrations

• 2016-05-04 → 2025-01-24
  Osaic Fa, Inc.
  Windham, NH
  Hartford, CT
  Windham, NH
• 2006-03-06 → 2016-05-17
  Lpl Financial Llc
  Methuen, MA
  Windham, NH
  Naples, FL
• 1998-03-23 → 2003-03-25
  Citigroup Global Markets Inc.
  Manchester, NH

Other Businesses

1) JEFFREY C. DAVIS 55 ENTERPRISE DRIVE WINDHAM, NH 03087 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: MAY 2016 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2)EXCALIBUR WEALTH ADVISORY LLC 175 FEDERAL STREET SUITE 1050 BOSTON, MA 02110 CATEGORY: ENTITY/LLC INVESTMENT RELATED: NO TITLE: CO-OWNER/MEMBER DUTIES: CO-MEMBER OF ENTITY USED FOR EXPENSE MANAGEMENT PURPOSES START DATE:05/02/2016 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-27
• S63 Uniform Securities Agent State Law Examination
  1990-09-27