Jeffrey Sloan Duncan

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

• 05/1998 → 01/2025
  Lincoln Financial Advisors Corporation
  Santa Ana, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Irvine, CA

Previous Registrations

• 1998-10-13 → 2025-01-24
  Osaic Fa, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1)VANTAGEPOINT ADVISORS GROUP, 18400 VON KARMAN AVE, SUITE 500 IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH INSURANCE, DISABILITY INCOME INSURANCE, AND TRADITIONAL LIFE INSURANCE. START DATE: 5/1/1998 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS:15 2)VANTAGE POINT ADVISORY GROUP, 18400 VON KARMAN AVE., STE. 400, IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED ANNUITIES. START DATE: 9/30/2022 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 2

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-03
• S63 Uniform Securities Agent State Law Examination
  1991-07-26