Jeffrey
Dewald

Lincoln Financial Advisors Corporation

CRD#1029830
Investment Advisor
in Boston, MA

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About this Advisor

Jeffrey Dewald is a chartered financial consultant based in Boston, Massachusetts, who has 21 years of financial industry experience. Dewald currently works for Lincoln Financial Advisors Corporation. They have spent their complete time as a financial advisor at Lincoln Financial Advisors Corporation. Dewald maintains a Series 63 license, qualifying them as a securities agent, and is approved to serve investors in Massachusetts. Lincoln Financial Advisors Corporation is a registered investment business based out of Boston, Massachusetts. The company has offices in 459 locations and a total of 1,995 people on staff. It has $22 billion in assets under management between its 73,971 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 122 charitable organizations. Of its 73,971 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. The business has a broad range 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. A financial advisor's fees are based on the services provided. However, fee types charged by Lincoln Financial Advisors Corporation can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

22 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

$22,285,255,860

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

1,995

MA Average: 46
Total Number of Accounts

73,971

MA Average: 1,775
Average Account Size

$301,270

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 22 years of experience.

1998 - Present (22 years)

Lincoln Financial Advisors Corporation

Disclosures

Jeffrey Dewald has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Advisors Corporation

James Tucker
Syracuse, NY
Brian Owens
Birmingham, AL
Andrew Lisi
Chicago, IL
Jordan Murray
San Ramon, CA
Daniel Becker
Addison, TX
Derrick Nguyen
Irvine, CA
Austyn Whittenburg
Salt Lake City, UT
Dennis Malcolm
Houston, TX

This content was compiled from the SEC and FINRA.

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