Raymond James Investor Access - Preview
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Jennifer Dougherty:
Branch Administrative Assistant
888-655-1035 Ext. 802
We exist to serve investors with their tax advantaged investing needs. We offer a variety of strategies to help our clients reach their financial goals, both before and after retirement.
We are located right on the marina on the sunny island of Alameda, in the San Francisco Bay just off the coast of Oakland. We get all of the benfit of the cool sea breeze without the fog!
This site is published for residents of the United States only. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Jeffrey Oster
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Jeffrey Oster has been involved in the insurance and brokerage industry for more than fourteen years and his branch specializes in tax advantaged investing strategies, as well as estate planning.
Jeff has a successful track record serving investors over the past years. 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 and led his branch to the number one position nationally, in annuity sales (1996-97).
He was named “Salesman of the Year” six years in a row at Independent Advantage Financial, one of the nation’s largest independent insurance marketing agencies, directing sales of more than $70 million annually with major insurance companies via a direct response and telemarketing methodology.
Personally, Jeff has placed in excess of $200 million of client assets in annuity and insurance investments, all via direct response methodologies in all 50 states.
In addition, he has been responsible for sales, training and management of more than 200 account specialists.
He is routinely quoted in the Wall Street Journal, National Underwriter and other industry publications for his expertise in fixed annuities, variable annuities and life insurance products.
Jeff has also played the trumpet for the past thirty-five years and performs stand-up comedy as well.
Are you earning less than you’d like on your current annuity or single premium life plan?
Call 888-655-1035, Ext. 801 or e-mail me at jeffrey.oster@raymondjames.com for a FREE special report on Tax Advantaged Investing.
We’ll also give you the latest safety ratings from S&P, Moody’s and others on any annuity policy you currently own.
Call or email us today!
©2006 Raymond James Financial Services, Inc. member FINRA / SIPC