Jeffrey Davis
Jeffrey Davis is a registered investment advisor at Osaic Wealth, INC., based in Windham, NH, with 35 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
55 Enterprise Drive, Windham, NH, 03087
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent offering accident and health insurance, disability insurance, fixed annuities, and traditional life insurance since 2016, dedicating minimal time to this. He is also a co-owner/member of Excalibur Wealth Advisory LLC, an entity used for expense management purposes.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.
Osaic Fa, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations6 states
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