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Jeffery Owen Briggs

Osaic Advisory Services, LLC

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About Jeffery Owen Briggs

Jeffery Briggs is an Investment Advisor Representative with Osaic Advisory Services, LLC. Jeffery has been working in the financial industry since 1993. Jeffery Briggs is registered with the state of Oregon. Jeffery Briggs has a Series 6, Series 7, and Series 63 license. Jeffery Briggs is a Certified Financial Planner. Jeffery Briggs has also held past positions with Securities America, Inc., KMS Financial Services, Inc., Cetera Advisors LLC, Pacific West Securities, Inc., Temple Securities, Inc., and MONY Securities Corp.. Jeffery Briggs specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.

Firm Information

Jeffery Briggs is currently registered with Osaic Advisory Services, LLC. Osaic Advisory Services, LLC is an independent financial advisor located in Atlanta, GA. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With over 760 investment adviser representatives, the firm manages over $4.9 billion in assets for clients. The firm participates in a wrap fee program and is registered with the SEC.
Osaic Advisory Services, LLC

2300 WINDY RIDGE PARKWAY

ATLANTA, GA 30339

$4.94B

Assets Under Management

55

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffery Briggs’s Registration & Firm History

GA

11/08/2024 - Present

Osaic Advisory Services, LLC (ATLANTA GA)

OR

11/06/2020 - 06/14/2024

SECURITIES AMERICA, INC. (BEND OR)

OR

03/07/2018 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (Bend OR)

OR

02/28/2012 - 03/14/2018

CETERA ADVISORS LLC (BEND OR)

OR

09/21/2000 - 02/28/2012

PACIFIC WEST SECURITIES, INC. (BEND OR)

OR

06/29/1998 - 08/16/2000

TEMPLE SECURITIES, INC. (BEND OR)

NY

11/06/1992 - 05/26/1998

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/04/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/04/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffery Owen Briggs. Review regulatory record here.
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