AeroLeads people directory · profile
Jeffrey Ott Email & Phone Number
Registered Representative
at
Cetera Advisors LLC
3 work emails found
@firstallied.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Representative
Location
San Diego, California, United States
Company size
Who is Jeffrey Ott? Overview
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Quick answer
Jeffrey Ott is listed as Registered Representative at Cetera Advisors LLC, a company with 315 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at firstallied.com and a matched LinkedIn profile for Jeffrey Ott.
Jeffrey Ott previously worked as Financial Advisor and Registered Principal at Cetera Advisors Llc and Life, Health and Annuity Sales. CA Insurance License #0A59832 at Volker Financial And Insurance Services, Inc.. Jeffrey Ott holds Bachelor Of Arts (B.A.), Molecular Biology / Sociology from University Of California, San Diego.
Company email context
Email format at Cetera Advisors LLC
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{first_initial}{last}@firstallied.com
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AeroLeads found 3 current-domain work email signals for Jeffrey Ott. Compare company email patterns before reaching out.
Profile bio
About Jeffrey Ott
Experienced Registered Principal with a demonstrated history of working in the financial services industry. Skilled in Securities, Public Speaking, Retirement Planning, and Financial Services. Strong finance professional with a Bachelor of Arts (B.A.) focused in Molecular Biology / Sociology from University of California, San Diego. My first meeting agenda is to learn as much as I can about you, to identify where you are financially today and then talk about where you would like to be in the future. We can also explore some general investment pathways leading to your goals; those can range from gold and bitcoin to investments with an emphasis on acceptable social, environmental and corporate governance impacts and everything in-between. Lastly and importantly, we will discuss the potential fees and costs to achieve your goals. Securities offered through First Allied Securities, Inc. Member FINRA/SIPC Advisory Services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser. 4437 30th St. San Diego, CA 92116
Listed skills include Retirement Planning, Retirement Income, 529 College Investment Plans, Investments, and 9 others.
Current workplace
Jeffrey Ott's current company
Company context helps verify the profile and gives searchers a useful next step.
Cetera Advisors Llc
6 roles
Jeffrey Ott work experience
A career timeline built from the work history available for this profile.
Financial Advisor And Registered Principal
CurrentPersonal producing Independent Broker Dealer branch manager. Securities offered through Cetera Advisors LLC, CA Insurance Lic # 0132305), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisres LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
May 2003 - Present
Registered Representative
CurrentPassed Series 7 Exam in August of 1984.Securities offered through Cetera Advisors LLC, CA Insurance Lic # 0132305), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisres LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Aug 1984 - Present
Life, Health And Annuity Sales. Ca Insurance License #0A59832
Current
Volker Financial And Insurance Services, Inc.
Insurance products for financial protection.
Nov 1991 - Present
Series 7 Instructor
Baraban Securities, Inc.
My responsibilities were to prepare and teach a 10 week course to prepare individuals for the Series 7 Securities Exam.
Apr 1986 - 1999
Director Of Capital Markets
Interfirst Capital
My responsibilities included Identifying appropriate IPOs for the firm to indicate interest in and participate in the selling group. Was also responsible for all aspects of the indication of interest order book from establishing priority to monitoring internal trading after the offering went public.
Jan 1989 - Oct 1991
Team & coworkers
Colleagues at Cetera Advisors LLC
Other employees you can reach at ceteraadvisors.com. View company contacts for 315 employees →
BS
Brian S. Hulsey
Colleague at Cetera Advisors Llc
Atlanta, Georgia, United States, United States
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AW
Aisyah Wahab
Colleague at Cetera Advisors Llc
Indonesia, Indonesia
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BG
Bryce Griffith
Colleague at Cetera Advisors Llc
Wilsonville, Oregon, United States, United States
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JK
James Kirschner
Colleague at Cetera Advisors Llc
Palm Coast, Florida, United States, United States
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BN
Bob Nissen
Colleague at Cetera Advisors Llc
Colorado Springs, Colorado, United States, United States
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JK
John Kadletz, Aams® Cws®
Colleague at Cetera Advisors Llc
De Pere, Wisconsin, United States, United States
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SS
Scott Swinehart, Cfp®, Crpc®
Colleague at Cetera Advisors Llc
Greater Philadelphia, United States
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DA
Don Allenbrand
Colleague at Cetera Advisors Llc
Kansas City, Missouri, United States, United States
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MM
Marc Massengale, Crps®
Colleague at Cetera Advisors Llc
Ocean Springs, Mississippi, United States, United States
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KC
Keith Condemi
Colleague at Cetera Advisors Llc
Rochester, New York, United States, United States
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Brian S. Hulsey
Colleague at Cetera Advisors Llc
Atlanta, Georgia, United States, United States
View →
AW
Aisyah Wahab
Colleague at Cetera Advisors Llc
Indonesia, Indonesia
View →
BG
Bryce Griffith
Colleague at Cetera Advisors Llc
Wilsonville, Oregon, United States, United States
View →
JK
James Kirschner
Colleague at Cetera Advisors Llc
Palm Coast, Florida, United States, United States
View →
BN
Bob Nissen
Colleague at Cetera Advisors Llc
Colorado Springs, Colorado, United States, United States
View →
JK
John Kadletz, Aams® Cws®
Colleague at Cetera Advisors Llc
De Pere, Wisconsin, United States, United States
View →
SS
Scott Swinehart, Cfp®, Crpc®
Colleague at Cetera Advisors Llc
Greater Philadelphia, United States
View →
DA
Don Allenbrand
Colleague at Cetera Advisors Llc
Kansas City, Missouri, United States, United States
View →
MM
Marc Massengale, Crps®
Colleague at Cetera Advisors Llc
Ocean Springs, Mississippi, United States, United States
View →
KC
Keith Condemi
Colleague at Cetera Advisors Llc
Rochester, New York, United States, United States
View →
2 education records
Jeffrey Ott education
Bachelor Of Arts (B.A.), Molecular Biology / Sociology
Education record
San Mateo High School
FAQ
Frequently asked questions about Jeffrey Ott
Quick answers generated from the profile data available on this page.
What company does Jeffrey Ott work for?
Jeffrey Ott works for Cetera Advisors LLC.
What is Jeffrey Ott's role at Cetera Advisors LLC?
Jeffrey Ott is listed as Registered Representative at Cetera Advisors LLC.
What is Jeffrey Ott's email address?
AeroLeads has found 3 work email signals at @firstallied.com for Jeffrey Ott at Cetera Advisors LLC.
Where is Jeffrey Ott based?
Jeffrey Ott is based in San Diego, California, United States while working with Cetera Advisors LLC.
What companies has Jeffrey Ott worked for?
Jeffrey Ott has worked for Cetera Advisors Llc, Volker Financial And Insurance Services, Inc., Baraban Securities, Inc., and Interfirst Capital.
Who are Jeffrey Ott's colleagues at Cetera Advisors LLC?
Jeffrey Ott's colleagues at Cetera Advisors LLC include Brian S. Hulsey, Aisyah Wahab, Bryce Griffith, James Kirschner, and Bob Nissen.
How can I contact Jeffrey Ott?
You can use AeroLeads to view verified contact signals for Jeffrey Ott at Cetera Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey Ott attend?
Jeffrey Ott holds Bachelor Of Arts (B.A.), Molecular Biology / Sociology from University Of California, San Diego.
What skills is Jeffrey Ott known for?
Jeffrey Ott is listed with skills including Retirement Planning, Retirement Income, 529 College Investment Plans, Investments, Fixed Annuities, Variable Annuities, Mutual Funds, and Series 7.
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