William Jeff Ostler

Current Employers

Employment History

• 11/1995 → Present
  Barnes Bank/Mds Securities, Inc.
  Kaysville, UT
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: INSURANCE, INVESTMENT RELATED: YES, NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, ANNUITIES), POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE, START DATE: 01/06/2006, BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS A REGISTERED REPRESENTATIVE; (2) NAME OF OTHER BUSINESS: JEFF OSTLER WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: 1601 N. HILL FIELD RD., STE 205, LAYTON, UT 84041, NATURE OF BUSINESS: INVESTMENT SERVICES, POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE, START DATE: 01/01/2006, BRIEF DESCRIPTION OF DUTIES: REGISTERED REPRESENTATIVE AND INVESTMENT ADVISORY ASSOCIATE; (3) NAME OF OTHER BUSINESS: SUMMIT VIEW FINANCIAL LLC ; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: NAME OF FINANCIAL PLANNING PRACTICE, FOR MARKETING PURPOSES ONLY ; (4)NAME OF OTHER BUSINESS: JBJ HOLDINGS, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: OFFICE BUILDING START DATE: 12/2019 POSITION/TITLE/RELATIONSHIP: PARTNER LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OFFICE BUILDING TO HOUSE FINANCIAL PLANNING BUSINESS

Exams

• S66 Uniform Combined State Law Examination
  2004-11-19
• S65 Uniform Investment Adviser Law Examination
  1992-10-01
• S63 Uniform Securities Agent State Law Examination
  1988-06-24

Other Names

• W Jeff Ostler
• Jeff Ostler