Jeffrey William Gustafson

Current Employers

Employment History

• 07/2011 → 01/2025
  Lincoln Financial Advisors
  Campbell, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Campbell, CA

Previous Registrations

• 2011-07-25 → 2025-01-24
  Osaic Fa, Inc.
  Campbell, CA
• 2009-09-08 → 2011-07-28
  Lpl Financial Llc
  Sunnyvale, CA
  Sacramento, CA
• 2009-04-30 → 2009-10-13
  Associated Planners Investment Advisory Inc
  San Jose, CA
• 2009-04-29 → 2009-09-08
  Associated Securities Corp.
  San Jose, CA
  San Mateo, CA

Other Businesses

1)JEFFREY GUSTAFSON, 2105 S. BASCOM AVE. SUITE 300, CAMPBELL, CA CATEGORY:INSURANCE INVESTMENT-RELATED:YES TITLE: AGENT DUTIES:OFFERING ACCIDENT AND HEALTH, DISABILITY, LONG-TERM CARE, TRADITIONAL LIFE INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES. START DATE:7/15/2011 HOURS PER MONTH: 7 HOURS PER MONTH DURING TRADING HOURS:7 FORM BR UPDATE:YES

Exams

• S66 Uniform Combined State Law Examination
  2009-04-28