Jeff
Maas

Lincoln Financial Advisors Corporation

CRD#4673196
Investment Advisor
in Sacramento, CA
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About this Advisor

Jeff Maas is a certified financial planner and chartered financial consultant operating in Sacramento, California, with 14 years in the industry. Maas is an employee of Lincoln Financial Advisors Corporation. They have spent their complete career at Lincoln Financial Advisors Corporation. Maas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Lincoln Financial Advisors Corporation is a registered investment business based in Sacramento, California. The firm has offices in 412 locations and a total of 2,080 financial advisors. It controls $20 billion in assets among its 63,280 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 68 charities and foundations. Of its 63,280 accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice depend on which service is provided. Fees billed by Lincoln Financial Advisors Corporation likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

8880 Cal Center Drive Suite 220
Sacramento, CA 95826-3229

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$20,366,072,529

CA Average: $1,347,246,178
Total Number of Employees

2,080

CA Average: 46
Total Number of Accounts

63,280

CA Average: 1,775
Average Account Size

$321,841

CA Average: $759,012

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jeff Maas Work History

Jeff has 14 years of experience.

2004 - Present (15 years)

Lincoln Financial Advisors

Disclosures

Jeff Maas has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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