Jeffrey Oehler, financial advisor Costa Mesa CA
93 score

Jeffrey Oehler

CRD Number: 5947407
Current Firm: Allstate Financial Advisors, LLC

Jeffrey Oehler (CRD# 5947407) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Costa Mesa, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Jeffrey H Oehler & Associates Costa Mesa, CA May 2017 - Current < 1
Allstate Insurance Company Costa Mesa, CA May 2017 - Current < 1
First Command Advisory Services Fort Worth, TX Dec 2015 - Apr 2017 1
First Command Financial Planning, Inc. Fort Worth, TX Dec 2011 - Apr 2017 5
First Command Financial Services, Inc. Fort Worth, TX Dec 2011 - Apr 2017 5
First Command Fort Worth, TX Jul 2011 - Dec 2011 < 1
Retired / Unemployed West Covina, CA Mar 2011 - Jul 2011 < 1
Us Air Force El Segundo, CA Feb 1986 - Mar 2011 25
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2011
S63 Uniform Securities State Law Examination Aug 2011
Contact Info for Jeffrey H. Oehler
Phone Number: 847-402-5296
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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