Jeffery Owen Briggs
Investment adviser representative at Osaic Advisory Services, LLC
37 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Cetera Advisors LLCJan 2013 to now
- Briggs Financial Services, LLCFeb 1989 to now
- Arbor Point AdvisorsNov 2020 to Nov 2024
- Securities America, Inc.Nov 2020 to Jun 2024
- Kms Financial Services, IncJan 2018 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (OR).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2294035
- Firm CRD
- 171070