Jeffrey Kyle Better

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

• 04/1984 → 01/2025
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Mateo, CA

Previous Registrations

• 1998-01-26 → 2025-01-24
  Osaic Fa, Inc.
  San Mateo, CA
  San Mateo, CA

Other Businesses

1) INSURANCE - JEFF BETTER POSITION: Agent NATURE: Fixed annuities and LTC through Crump and Highland INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2010 ADDRESS: 1820 gateway Dr, 350, San Mateo CA 94404, United States DESCRIPTION: fixed annuities, life insurance and ltc through crump and highland 2) JEFF BETTER POSITION: Trustee NATURE: co-trustee of relatives living trust. to assist them if necessary with their affairs INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2013 ADDRESS: 1815 Willow Road, Hillsborough CA 94010, United States DESCRIPTION: assist aunt and uncle if necessary, and upon their death distribute trust assets to beneficiaries 3) OMEGA FOUNDATION, A 501(C)3 CHARITABLE ORGANIZATION POSITION: Board Member NATURE: To raise funds in support of charitable causes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2012 ADDRESS: 1815 Willow Rd, Hillsborough CA 94010, United States DESCRIPTION: Fundraising

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-03-16