Jeffrey Kantor (CRD# 3093179) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Lake Oswego, OR and has over 25 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Advisory, LLC | New York, NY | Jun 2023 - Current | < 1 |
| Steward Partners Global Advisory, LLC | Lake Oswego, OR | Apr 2021 - Current | 3 |
| Steward Partners Investment Solutions, LLC | Lake Oswego, OR | Jun 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- OR
- TX
-
Total Assets Under Management991MILLIONS
-
Total Number of Accounts2,712ACCOUNTS
-
Average Account Value$365,369
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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