Jeffrey T. Brewer
Professional summary
Jeffrey Todd Brewer, CFP®, who also goes by Jeff Brewer, Jeffrey Brewer, is a registered financial professional currently at LINCOLN FINANCIAL DISTRIBUTORS, INC. located in Fort Wayne, Indiana.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2003. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Todd Brewer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
May 1, 2024 - Present
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Office #1: 1301 S Harrison Street, Fort Wayne, IN 46802August 29, 2017 - May 2, 2024
OSAIC FA, INC.
August 29, 2017 - May 1, 2024
OSAIC FA, INC.
May 28, 2014 - December 31, 2016
TRANSAMERICA RETIREMENT ADVISORS, LLC
February 26, 2013 - August 21, 2017
TRANSAMERICA INVESTORS SECURITIES, LLC
December 4, 2012 - February 22, 2013
PRUCO SECURITIES, LLC.
June 15, 2012 - October 15, 2012
OSAIC FA, INC.
July 22, 2003 - June 12, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 22, 2003 - October 15, 2012
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/2/2024)
(5/1/2024)
(5/1/2024)
(5/1/2024)
(5/1/2024)
(5/1/2024)
(5/1/2024)
(5/1/2024)
Exams
FINRA
Current Firm
LINCOLN FINANCIAL DISTRIBUTORS, INC.
CRD#: 145 / SEC#: , 8-13431
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | SHAREHOLDER | |
| CHRYSSIKOS, PAUL TELEMAC | SENIOR VICE PRESIDENT AND CHIEF LEGAL OFFICER | 7263748 |
| FALLER, DANIEL T | SENIOR VICE PRESIDENT, HEAD OF LFD FINANCE | 6006570 |
| GIBSON, JASON MICHAEL | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER, DISTRIBUTION | 3081880 |
| KENNEDY, JOHN CHRISTOPHER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2213083 |
| NEPA, JARED M. | SVP, HEAD OF LIFE & MONEYGUARD DISTRIBUTION | 5157819 |
| OMORUYI, MEGAN VOGT | AVP, FINANCIAL AND OPERATIONS PRINCIPAL | 7803022 |
| SEIFERT, TIMOTHY JOHN | SENIOR VICE PRESIDENT, HEAD OF RS DISTRIBUTION | 1577571 |
| SMITH, NANCY | SECRETARY | 6140078 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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