Jeff O'Steen
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Jeff O'Steen Email & Phone Number

Financial Planning Consultant at Avantax
Location: Jacksonville, Florida, United States 8 work roles
2 work emails found @schwab.com LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email j****@schwab.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Planning Consultant
Location
Jacksonville, Florida, United States

Who is Jeff O'Steen? Overview

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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

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*@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.

Avantax
Avantax
Financial Planning Consultant
AeroLeads page
8 roles

Jeff O'Steen work experience

A career timeline built from the work history available for this profile.

Financial Planning Consultant

Current

Dallas, Texas, US

Nov 2023 - Present

Director, Family Office Relationship Manager

Westlake, Texas, US

Aug 2019 - Oct 2021

Vp, Regional Banking Manager

Westlake, Texas, US

Sep 2007 - Jul 2019

Supervisor Office Of The President

Mount Laurel, NJ, US

Jan 2003 - Aug 2007

Sales Consultant

Mount Laurel, NJ, US

Jan 2002 - Aug 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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