Jeffery Owen Briggs

Current Employers

Employment History

• 02/1989 → Present
  Briggs Financial Services, Llc
  Bend, OR
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 01/2018 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 11/2020 → 06/2024
  Securities America, Inc.
  Bend, OR
• 11/2020 → 11/2024
  Arbor Point Advisors
  Bend, OR
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bend, OR
• 11/2024 → Present
  Osaic Advisory Services, Llc
  Atlanta, GA

Previous Registrations

• 2020-11-06 → 2024-11-08
  Arbor Point Advisors
  Bend, OR
  Bend, OR
• 2018-03-22 → 2020-11-06
  Kms Financial Services, Inc.
  Seattle, WA
  Bend, OR
  Seattle, WA
• 2012-02-28 → 2018-03-14
  Cetera Advisors Llc
  Bend, OR
  Greenwood Village, CO
• 2009-07-17 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA

Other Businesses

1. JEFF BRIGGS POSITION: self NATURE: Musician INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 12/01/1988 ADDRESS: 21695 Paloma Dr, Bend OR 97701, United States DESCRIPTION: Teach trumpet lessons and perform in local symphony and brass quintets 2. BRIGGS FINANCIAL SERVICES, INC. POSITION: Agent NATURE: Life and Health Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 02/01/1989 ADDRESS: 21695 Paloma Dr, Bend OR 97701, United States DESCRIPTION: Sales of individual health insurance. Sales of individual life and LTC insurance Sales of Group Health insurance and Sales of Medicare products 3. N/A POSITION: Father NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2021 ADDRESS: 21695 Paloma Dr, Bend OR 97703 DESCRIPTION: Assisting my son in purchasing Real Estate 4.DBA - Briggs Financial Services, Inc. 5. 3107 NATHAN DRIVE RENTAL POSITION: owner NATURE: Rental House INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2019 ADDRESS: 3107 Nathan Drive, Bend OR 97701, United States DESCRIPTION: This is a residential house that is being rented and is managed by a local property management company. 6. INVESTING IN REAL ESTATE WITH SON POSITION: Father NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2021 ADDRESS: 21695 Paloma Dr, Bend OR 97701, United States DESCRIPTION: Assisting my son in purchasing Real Estate

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-11-04

Designations

Other Names

• Jeffery Briggs
• Jeff Briggs
• Jeffrey Owen Briggs