James K. Ostrove, CFP®

James K. Ostrove, CFP®

Executive Vice President

Office: 424-248-2440 x 275
Mobile: 310-595-5682
Fax: 877-629-6119

Mr. Ostrove is in charge of the Los Angeles office of The Ostrove Group located at 1990 South Bundy Drive, Suite 410, Los Angeles, CA 90025.  He is responsible for Financial Planning and Investment Management.

Jimmy started in the Financial Services field in 1996, at Goldman, Sachs & Co. and later joined UBS Financial Services in Beverly Hills, CA and most recently with Merrill Lynch. He has strong financial services experience. As a Certified Financial Planner®, Jimmy helped lead his clients through one of the most difficult periods in financial history.

Jimmy holds a B.A. in Philosophy from Union College. He lives with daughter in Beverly Hills.

Jimmy is licensed for insurance sales in CA CT FL GA MD NE NJ NY PA VA, and for securities  and Investment Advisory Services in CA CT GA MD NJ NY VA and TN as an Investment Advisor Representative of Ameritas Investment Corp. (AIC) member FINRA/SIPC. California License #0E74876

Securities email:jostrove@aicinvest.com

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