Jeffrey Kantor

Partner
Managing Director
Wealth Manager

Jeff takes a holistic and proactive approach to providing financial services. He treats each client as a unique individual with a unique set of needs and goals. To serve his clients, he draws upon many years of experience as a successful financial advisor and on the great strengths and outstanding track record of Steward Partners Investment Solutions.

Jeff has been a financial advisor since 1998. Prior to joining Steward Partners Investment Solutions (formerly Umpqua Investments) in 2009, Jeff was a second vice president of Wealth Management with Smith Barney in Portland, Oregon, where he held the designation of Financial Planning Specialst (FPS) and Senior Investment Management Specialist (SIMS).  

Jeff graduated from the University of Oregon in 1989 with a degree in finance and international business. He maintains his FINRA Series 7, 63, and 65 licenses as well as his insurance license. 

Jeff resides in Lake Oswego with his wife Joanne and two daughters. He is active in the community, serving as a board member of the Lake Oswego Rotary Club and as a board member of the Lakewod Center for the Arts.