Financial Planning Consultant
Current
Nov 2023 - Present
AeroLeads people directory · profile
Jeff O'Steen Email & Phone Number
Financial Planning Consultant
at
Avantax
2 work emails found
@schwab.com
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Consultant
Location
Jacksonville, Florida, United States
Who is Jeff O'Steen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jeff O'Steen is listed as Financial Planning Consultant at Avantax, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Jeff O'Steen.
Jeff O'Steen previously worked as Citi Personal Wealth Management at Citigroup Global Capital Markets Inc. and Advisor at Exclusive Advisors Llc.
Company email context
Email format at Avantax
This section adds company-level context without repeating Jeff O'Steen's masked contact details.
*@schwab.com
71% confidence
AeroLeads found 2 current-domain work email signals for Jeff O'Steen. Compare company email patterns before reaching out.
Profile bio
About Jeff O'Steen
Investment advisory services offered through Avantax Planning Partners℠. Commission-based securities products offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners℠. Please visit www.avantax.com/social_policy/ for more information
Listed skills include Microsoft Office, Management, Microsoft Excel, Microsoft Word, and 14 others.
Current workplace
Jeff O'Steen's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Jeff O'Steen work experience
A career timeline built from the work history available for this profile.
Citi Personal Wealth Management
Jun 2023 - Nov 2023
Advisor
May 2022 - Jun 2023
Director, Family Office Relationship Manager
Aug 2019 - Oct 2021
Vp, Regional Banking Manager
Sep 2007 - Jul 2019
Supervisor Office Of The President
Jan 2003 - Aug 2007
Sales Consultant
Jan 2002 - Aug 2002
Mortgage Sales Consultant
Apr 2000 - Jan 2002
FAQ
Frequently asked questions about Jeff O'Steen
Quick answers generated from the profile data available on this page.
What company does Jeff O'Steen work for?
Jeff O'Steen works for Avantax.
What is Jeff O'Steen's role at Avantax?
Jeff O'Steen is listed as Financial Planning Consultant at Avantax.
What is Jeff O'Steen's email address?
AeroLeads has found 2 work email signals at @schwab.com for Jeff O'Steen at Avantax.
Where is Jeff O'Steen based?
Jeff O'Steen is based in Jacksonville, Florida, United States while working with Avantax.
What companies has Jeff O'Steen worked for?
Jeff O'Steen has worked for Avantax, Citigroup Global Capital Markets Inc., Exclusive Advisors Llc, Charles Schwab, and Phh Mortgage.
How can I contact Jeff O'Steen?
You can use AeroLeads to view verified contact signals for Jeff O'Steen at Avantax, including work email, phone, and LinkedIn data when available.
What skills is Jeff O'Steen known for?
Jeff O'Steen is listed with skills including Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Powerpoint, Sales, and Leadership.
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