Jeffrey W. Ostrander

CALIBER WEALTH MANAGEMENT | Financial Advisor

OVERLAND PARK, KS 66211

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CRD#: 2043176

Professional summary

Jeffrey Worth Ostrander, CFP®, who also goes by J W Ostrander, is a registered financial advisor currently at CALIBER WEALTH MANAGEMENT, LLC located in Overland Park, Kansas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Jeffrey has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Estate Planning

Retirement Income Management

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Long-term Care

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

J W Ostrander

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)Name of Business: Caliber Wealth Management LLC Address: 6201 College Blvd Ste 650, Overland Park, KS, 66213, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor to Caliber Clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Worth Ostrander's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

July 15, 2024 - Present

CALIBER WEALTH MANAGEMENT, LLC

Office #1: 6201 College Blvd Suite 650, Overland Park, KS 66211

RIA

CRD#: 331165

OVERLAND PARK, KS

Past

February 23, 2016 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

OVERLAND PARK, KS

Past

February 12, 2016 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

OVERLAND PARK, KS

Past

October 5, 2009 - March 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

OVERLAND PARK, KS

Past

October 5, 2009 - March 1, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

OVERLAND PARK, KS

Past

January 6, 2006 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

OVERLAND PARK, KS

Past

May 6, 2005 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

OVERLAND PARK, KS

Past

October 1, 1999 - May 10, 2005

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

July 17, 1996 - October 4, 1999

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

June 2, 1995 - March 1, 1996

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

January 11, 1994 - June 5, 1995

BOATMEN'S INVESTMENT SERVICES, INC.

CRD#: 17533

ST. LOUIS, MO

Past

May 11, 1992 - January 13, 1994

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

September 17, 1990 - September 13, 1991

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 20, 1990 - September 6, 1990

THE STUART-JAMES COMPANY, INCORPORATED

CRD#: 11691

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CALIBER WEALTH MANAGEMENT, LLC

CRD#: 331165 / SEC#: 801-130677

RIA

Registered Investment Advisory firm - (7/15/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/26/2024)

IAR

Kansas
(7/15/2024)

IAR

Texas
(7/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/23/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/22/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/17/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 3/6/2017

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/20/2017

General Securities Sales Supervisor - Options Module Examination

Current Firm

CALIBER WEALTH MANAGEMENT, LLC

CRD#: 331165 / SEC#: 801-130677

RIA

Registered Investment Advisory firm - (7/15/2024 Approved)

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Contact information

Main Address

6201 College Blvd Suite 650, Overland Park, KS 66211

Mailing Address

Phone number

(913) 303-3920

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CALIBER WEALTH MANAGEMENT, LLC - ADV PART 2A (7/22/2025)

Regulatory assets under management

Total Number of Accounts	4,598
AUM (Assets Under Management)	$ 1,168,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Jeffrey W. Ostrander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Worth Ostrander's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

SII INVESTMENTS, INC.

INVEST FINANCIAL CORPORATION

PIPER SANDLER & CO.

BOATMEN'S INVESTMENT SERVICES, INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY DW INC.

THE STUART-JAMES COMPANY, INCORPORATED

Primary Firm SEC Registration

CALIBER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/2005

Series 63

Date: 3/22/1990

SIE

Date: 10/1/2018

Series 31

Date: 7/22/2008

Series 7

Date: 3/17/1990

Series 10

Date: 3/6/2017

Series 9

Date: 1/20/2017

Current Firm

CALIBER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALIBER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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