Jeffrey Osteen is an investment adviser representative (IAR) with state registration records since 2022, appearing at 5 firms. Currently registered with AVANTAX PLANNING PARTNERS, INC., CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2025-08-11 | present | Yes |
| AVANTAX ADVISORY SERVICES | 2024-02-05 | 2025-09-05 | — |
| AVANTAX PLANNING PARTNERS, INC. | 2024-01-24 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2023-06-27 | 2023-11-13 | — |
| ARKADIOS WEALTH ADVISORS LLC | 2022-12-22 | 2023-06-26 | — |