Jeff Kantor Email & Phone Number
Partner, Managing Director, Wealth Manager @ Steward Partners Global Advisory
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jeff Kantor Location
- Lake Oswego, OR, US
Jeff Kantor Work
- 2021 -now Partner, Managing Director, Wealth Manager @
- 2009 -2021 Senior Vice President - Investments, Certified Wealth Strategist®, Wealth Advisor @ Umpqua Investments, Inc.
- 2003 -2009 Financial Advisor @ Smith Barney
- 1998 -2003 Financial Advisor @ Prudential Securities
Jeff Kantor Education
- University of Oregon
Bachelor of Science (B.S.) (Finance)
1986-1989
Jeff Kantor Skills
- Retirement Planning
- Wealth Management
- Series 7
- Life Insurance
- Variable Annuities
- Mutual Funds
- Separately Managed Accounts
- Qualified Retirement Plans
- Investments
- Stocks
- Bonds
- Leadership
- Banking
- Project Management
- Business Analysis
- Portfolio Management
Jeff Kantor Summary
- Jeff Kantor, based in Lake Oswego, OR, US, is currently a Partner, Managing Director, Wealth Manager at Steward Partners. Jeff Kantor brings experience from previous roles at Umpqua Investments, Inc., Smith Barney and Prudential Securities. Jeff Kantor holds a 1986 - 1989 Bachelor of Science (B.S.) in Finance @ University of Oregon. With a robust skill set that includes Retirement Planning, Wealth Management, Series 7, Life Insurance, Variable Annuities and more. Jeff Kantor has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Jeff Kantor?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co