Jeffrey Orr

Jeffrey Orr

Estate and Business Planning Specialist, First Republic Securities Company
San Francisco

Jeffrey Orr

Estate and Business Planning Specialist, First Republic Securities Company
San Francisco
  • Wealth Management Experience Since 1998
    Jeff Orr is a Managing Director and Estate and Business Planning Specialist with First Republic Securities Company. Mr. Orr joined First Republic in 2018. Prior to joining First Republic, he was Managing Director of HCB Signature (the ultra-high net worth group at Highland Capital Brokerage). Before Highland, he served as Senior Vice President of Distribution for Millennium Brokerage Group. Mr. Orr was a Senior Specialist at TIME Financial before Millennium. He was Vice President of Estate and Financial Planning at LPL prior to TIME Financial. Previous to that, Mr. Orr practiced estate and business planning law. His tax planning experience spans nearly three decades.
  • Community Involvement
    Active in his local community, Mr. Orr works with several causes that are meaningful to him.
  • Education
    Mr. Orr earned his law degree from Brigham Young University.
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