Mr. Oster has been involved in helping investors for over 20 years. From 1988-1994 at Independent Advantage Financial, one of the nation's largest independent insurance marketing agencies, he was Senior Vice President and National Sales Manager and named "Salesman of the Year" six years in a row, helping clients invest over $70 million annually with major insurance and annuity companies.
From 1994-1997, as a Senior Vice President - Investments with Prudential Securities, he ranked in the top ten nationally in the firm in personal annuity and insurance production, developed a broad based knowledge of full service wealth accumulation and income strategies, and led his branch to the number one position in the nation in annuity sales (1996-97).
Since 1997 he has been a Registered Principal and Branch Manager with Raymond James Financial Services, has been one of the firm’s top annuity producers within the firm’s PCA insurance agency subsidiary, and has attained the prestigious Chairman’s Council* level several times since his affiliation with Raymond James.
Mr. Oster has personally helped his clients invest over $500 million in annuity and insurance investments, as well as mutual funds, bonds, equities and managed accounts. He has been responsible for the sales training and management of more than 200 account specialists, and has guided the placement of over $1 billion in annuities since 1987.
As a Registered Principal and Branch Manager with Raymond James Financial Services, Jeff and his team are committed to providing high-quality, practical wealth management solutions for clients across the nation. He has been quoted in the Wall Street Journal*, National Underwriter and other industry publications for his expertise in fixed annuities, variable annuities and life insurance products.
Mr. Oster also has played the trumpet for over 40 years and has released several internationally acclaimed award winning CDs produced by Windham Hill Records founder Will Ackerman. His music website is http://www.jeffoster.com.
He and his wife Toni, and their two children Jake and Samantha live in Alameda, CA.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
**The Wall Street Journal does not endorse, sponsor or approve the investment programs of Raymond James.
The experiences described herein may not be representative of the experiences of all of our clients. Furthermore, the results obtained may not be indicative of the future experiences of other clients.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.