Jeffrey Davis
Jeffrey Davis is a registered investment advisor at Osaic Wealth, INC., based in Ashland, MA, with 34 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
43 Tudor Lane, Ashland, MA, 01721
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2011Customer Dispute
March 2002Customer Dispute
December 1998Criminal
August 1981Other Business ActivitiesSells Insurance
Jeffrey sells insurance products, dedicating a few hours per week to this non-investment related activity. He is also a Representative/Agent at Brayshaw Financial Group LLC, where he spends about a quarter of his time selling fixed annuities and life insurance.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Investors Capital CORP.Broker
Investors Capital Advisory
Sii Investments, INC.
Sii Investments, INC.Broker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
First Allied Securities, INC.Broker
Intersecurities, INC.Broker
Pml Securities CompanyBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.