Jeffrey Osteen is a registered investment advisor, based in Jacksonville, FL, with 11 years of industry experience.
Location
Jacksonville, FL
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Avantax Planning Partners, INC.
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Avantax Advisory Services
February 2024 - September 2025 · 1 yr 7 mos
Avantax Investment Services, INC.Broker
November 2023 - September 2025 · 1 yr 10 mos
Citigroup Global Markets INC.
June 2023 - November 2023 · 5 mos
Citigroup Global Markets INC.Broker
June 2023 - November 2023 · 5 mos
Arkadios Wealth Advisors
December 2022 - June 2023 · 6 mos
Arkadios CapitalBroker
April 2022 - June 2023 · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
July 2014 - October 2021 · 7 yrs 3 mos
State Registrations23 states
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Exams
No exam information available for this advisor.