David Jeffries Email & Phone Number
Private Wealth Advisor @ Lincoln Financial Network
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Jeffries Location
- Denver, CO, US
David Jeffries Work
- 2015 -now Private Wealth Advisor @
- 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.
Looking for a different David Jeffries?
Find contact details for 700 million professionals.
Others Named David Jeffries
David Jeffries
Account Executive
Toronto, ON, CA
David Jeffries
Private Wealth Advisor
Denver, CO, US
David Jeffries
Financial Analyst II
Washington, DC, US
Top Lincoln Financial Network Employees
Janet Joseph
AVP and Director
Port St. Lucie, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co