Jeffrey Ott is a registered investment advisor, based in San Diego, CA, with 41 years of industry experience.
Location
4437 30th St., San Diego, CA, 92116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an agent at Volker Financial & Insurance Services, Inc. since 2004 and a partner in Sunset Cliffs Enterprises since 2009. He also serves as treasurer for the Tierrasanta Kiwanis Club/Foundation (minimal time) and successor trustee for two revocable trusts (about 10-20% of his time).
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Interfirst Capital CorporationBroker
State Registrations23 states
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