David Jeffries Email & Phone Number
Private Wealth Advisor @ Osaic
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David Jeffries Location
- Denver, CO, US
David Jeffries Work
- 2015 - now Private Wealth Advisor @ Lincoln Financial Advisors
- 2012 - 2015 Senior Financial Advisor @
- 2006 - 2012 SVP Financial Advisor @
David Jeffries Education
- New York Institute of Finance
David Jeffries Skills
- Estate Planning
- Portfolio Management
- Series 63
- Financial Planning
- Investments
- Trusts and Estate Planning
- Variable Annuities
- Series 9
- Fixed Annuities
- Series 65
- Retirement Income Strategies
- Indexed Annuities
- Equity Indexed Annuities
- Series 7
- Retirement Planning
- Wealth Management
- Life Insurance
- Series 52
- Long Term Care Insurance
David Jeffries Summary
- David Jeffries, based in Denver, CO, US, is currently a Private Wealth Advisor at Lincoln Financial Advisors. David Jeffries brings experience from previous roles at U.S. Bank and RBC Capital Markets. David Jeffries holds a New York Institute of Finance. With a robust skill set that includes Estate Planning, Portfolio Management, Series 63, Financial Planning, Investments and more.
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