AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

Jeffrey Jude Sheftic

LINCOLN FINANCIAL ADVISORS CORPORATION·FORT WAYNE, Indiana
SIE, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 99TOClean recordLINCOLN FINANCIAL ADVISORS CORPORATION
1301 SOUTH HARRISON STREET, FORT WAYNE, IN 46802CRD# 1881657Firm CRD# 3978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Jude Sheftic · FORT WAYNE, IN
Registration
CRD #1881657 · LINCOLN FINANCIAL ADVISORS CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
OSAIC FA, INC.
CRD 3978 · SEC 801-42530
AUM
$37.1B
Regulatory assets under management
Employees
1,607
103,063 client accounts
Services offered by OSAIC FA, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at OSAIC FA, INC. →
Introduction

Speak with Jeffrey Jude

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey Jude is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FORT WAYNE?

Browse all registered financial advisors in FORT WAYNE, Indiana or claim this profile if it's yours.

Browse FORT WAYNE AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Jeffrey Jude Sheftic offer?
Jeffrey Jude Sheftic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Jeffrey Jude Sheftic's credentials?
Jeffrey Jude Sheftic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Jude Sheftic located?
Jeffrey Jude Sheftic is based in FORT WAYNE, Indiana, working with LINCOLN FINANCIAL ADVISORS CORPORATION. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Jeffrey Jude Sheftic charge for services?
Jeffrey Jude Sheftic's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN FINANCIAL ADVISORS CORPORATION?
LINCOLN FINANCIAL ADVISORS CORPORATION has approximately 1607 employees and manages $37.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at LINCOLN FINANCIAL ADVISORS CORPORATION

Carrie Lynn Chelko
FORT WAYNE, IN
John Robert Dimonda
FORT WAYNE, IN
Edward Nigel Walters
FORT WAYNE, IN
Claude A. Campbell
FORT WAYNE, IN
David S Berkowitz
FORT WAYNE, IN
Lucy Denise Gase
FORT WAYNE, IN

More Advisors in FORT WAYNE, Indiana

Gregory Allen Moerchen
QBOX FIDUCIARY SOLUTIONS, LLC·FORT WAYNE, IN
Reed Paul Miller
PHILLIPS FINANCIAL MANAGEMENT, LLC·FORT WAYNE, IN
Chad Lee Burch
PHILLIPS FINANCIAL MANAGEMENT, LLC·FORT WAYNE, IN
Jeffrey Allan Shelton
SHELTON FINANCIAL GROUP, INC.·FORT WAYNE, IN
Jennifer Anne Macaleese
PHILLIPS FINANCIAL MANAGEMENT, LLC·FORT WAYNE, IN
CFP
Andrew William Parker
PHILLIPS FINANCIAL MANAGEMENT, LLC·FORT WAYNE, IN
CFPCFA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)WINONA LAKE (14)FISHERS (14)COLUMBUS (12)BLOOMINGTON (10)
City Guides
INDIANAPOLIS GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideKOKOMO Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile