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Jeffrey Kyle Better

Osaic Wealth, Inc.

San Mateo, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
TX RA APPROVED_RES 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24
  • TX RA
    APPROVED_RES
    Since 2025-01-24

Branch Locations

1820 Gateway Drive Suite 350, San Mateo, CA 94404 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation San Ramon CA 04/1984 01/2025
Osaic Wealth, Inc. San Mateo CA 01/2025 Present
  • 04/1984 → 01/2025
    Lincoln Financial Advisors Corporation
    San Ramon, CA
  • 01/2025 → Present
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-03-16
  • S63 Uniform Securities Agent State Law Examination
    1990-03-16

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