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Jeffrey Ott Location
San Diego, CA, US
Jeffrey Ott Work
1989 -1991 Director of Capital Markets @ InterFirst Capital
1986 -1999 Series 7 Instructor @ Baraban Securities, Inc.
1991 -now Life, Health and Annuity Sales. CA Insurance License #0A59832 @ Volker Financial and Insurance Services, Inc.
1984 -now Registered Representative @
2003 -now Financial Advisor and Registered Principal @
Jeffrey Ott Education
UC San Diego
Bachelor of Arts (B.A.) (Molecular Biology / Sociology)
1974-1979
San Mateo High School 1970-1974
Jeffrey Ott Skills
Retirement Planning
Retirement Income
529 College Investment Plans
Investments
Fixed Annuities
Variable Annuities
Mutual Funds
Series 7
Securities
Finance
Public Speaking
Financial Services
Insurance
Teaching
Project Management
Training
Nursing
Strategic Planning
Sales
Jeffrey Ott Summary
Jeffrey Ott, based in San Diego, CA, US, is currently a Life, Health and Annuity Sales. CA Insurance License #0A59832 at Volker Financial and Insurance Services, Inc.. Jeffrey Ott brings experience from previous roles at InterFirst Capital, Baraban Securities, Inc. and Cetera Advisors LLC. Jeffrey Ott holds a 1974 - 1979 Bachelor of Arts (B.A.) in Molecular Biology / Sociology @ UC San Diego. With a robust skill set that includes Retirement Planning, Retirement Income, 529 College Investment Plans, Investments, Fixed Annuities and more. Jeffrey Ott has 1 emails and 3 mobile phone numbers on RocketReach.
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