Jeffrey
Dewald

Lincoln Financial Advisors Corporation

CRD#1029830
Investment Advisor
in Boston, MA
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About this Advisor

Jeffrey Dewald is an advisor whose office is in Boston, Massachusetts. Currently a registered advisor at Lincoln Financial Advisors Corporation, Dewald has 20 years of professional experience. Dewald has a Series 63 license, which qualifies them as a securities agent. Dewald is able to serve customers in Massachusetts. Dewald has spent their entire career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is headquartered in Boston, Massachusetts, and has 412 other offices in the country. As a company, Lincoln Financial Advisors Corporation oversees $20 billion in assets throughout 63,280 accounts and employs more than 2,080 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 9,855 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Lincoln Financial Advisors Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

20 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

No

Office Location

125 Summer Street Suite 1400
Boston, MA 02110

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$20,366,072,529

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

2,080

MA Average: 46
Total Number of Accounts

63,280

MA Average: 1,775
Average Account Size

$321,841

MA 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

Jeffrey Dewald Work History

Jeffrey has 20 years of experience.

1998 - Present (21 years)

Lincoln Financial Advisors Corporation

Disclosures

Jeffrey Dewald has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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