Jeff Kantor

Partner, Managing Director, Wealth Manager @Steward Partners

Lake Oswego, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2021 — Present

Partner, Managing Director, Wealth Manager @Steward Partners

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Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see \"Disclosures\" page on our website

EDUCATION

1986 — 1989

University of Oregon

Bachelor of Science (B.S.), Finance

SKILLS

Qualified Retirement PlansBondsRetirement PlanningSeparately Managed AccountsVariable AnnuitiesStocksSeries 7InvestmentsWealth ManagementMutual FundsLife Insurance

ABOUT JEFF KANTOR

My mission is to provide each client with comprehensive, superior financial services. I…

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Jeff Kantor — Partner, Managing Director, Wealth Manager at Steward Partners in Lake Oswego, OR, US | Unifers