Jeffrey Steven Dewald

Current Employers

Employment History

• 06/1998 → 02/2020
  Lincoln Financial Advisors Corporation
  Fort Wayne, IN
• 02/2020 → 01/2025
  Lincoln Financial Advisors Corporation
  Boston, MA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Boston, MA

Previous Registrations

• 1999-08-29 → 2025-01-24
  Osaic Fa, Inc.
  Boston, MA
  Boston, MA

Other Businesses

1) DEWALD FINANCIAL LLC 39 SIMMONS DRIVE DUXBURY MA 02332 CATEGORY: ENTITY/INSURANCE INVESTMENT RELATED: TITLE: SOLE OWNER /AGENT DUTIES: ENTITY USED FOR EXPENSE MANAGEMENT PURPOSES AND OFFERING TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE, AND FIXED LIFE SETTLEMENTS START DATE: 12/1/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2) EXCALIBUR WEALTH ADVISORY LLC BOSTON, MA 02110 CATEGORY: LLC/ENTITY INVESTMENT-RELATED: NO TITLE: CO-OWNER DUTIES: CO-MEMBER OF ENTITY USED FOR OPERATING /EXPENSE MANAGEMENT PURPOSES START DATE: 09/01/2005 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) DEWALD FINANCIAL LLC 39 SIMMONS DRIVE DUXBURY, MA 02332 CATEGORY: ENTITY/INSURANCE INVESTMENT-RELATED: YES TITLE: SOLE OWNER /AGENT DUTIES: ENTITY USED FOR EXPENSE MANAGEMENT PURPOSES AND OFFERING TRADITIONAL LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE INSURANCE, AND FIXED LIFE SETTLEMENTS START DATE: 12/1/2021 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 4) JEFFREY S DEWALD 175 FEDERAL STREET SUITE 1050 BOSTON, MA 02110 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: SELF DUTIES: OFFERING FIXED LIFE SETTLEMENTS THROUGH VARIOUS SETTLEMENT FIRMS INCLUDING WELCOME FUNDS AND COVENTRY START DATE: 01/01/2005 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 5) AGRIBUSINESS SUCCESSION ADVISORS LLC DBA ASA 175 FEDERAL STREET SUITE 1050 BOSTON MA 02110 CATEGORY: LLC ENTITY/INSURANCE INVESTMENT RELATED: YES TITLE: ENTITY CO-OWNER DUTIES: CO-OWNER OF ENTITY USED FOR EXPENSE MANAGEMENT PURPOSES AND OFFERING DISABILITY INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 12/08/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 6) JEFFREY S. DEWALD POSITION: Owner NATURE: Sale of fixed (not variable) life, disability and long term care insurance through outside general agents. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/1981 ADDRESS: 408 Road Round the Lake, PO Box 585, Grantham NH 03753, United States DESCRIPTION: Sell fixed (not variable) life, disability and/or long term care insurance through General Agents including Highland Capital, Crump and Brokers Service Marketing Group (BSMG) 7) JEFFREY S. DEWALD POSITION: Trustee NATURE: I serve as trustee of 3 trusts established by my deceased parents. My children and I are the only beneficiaries of these trusts. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 12/22/1995 ADDRESS: 408 Road Round the Lake, PO Box 585, Grantham NH 03753, United States DESCRIPTION: Manage trust investments, handle disbursements, accounting and tax returns.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-06-08

Designations