Southern California

Mutual of Omaha Advisors

We are proud to be making a difference in the lives of others throughout California and Nevada.

Our advisors are helping to make a difference in the lives of others and maintain the highest standards of professionalism and service to our customers. We begin by taking our customers through a process of discovery in several key areas. Only then, with the knowledge and understanding of the customer’s wants and needs, do our advisors recommend a suitable strategy.

If you want to make a difference in the lives of others in a meaningful career, we encourage you call your local office or visit advisorcareers.com.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.

Office Locations

Main Division Office

11835 West Olympic Blvd. Suite 850 Los Angeles, CA 90064
Phone
310-268-0775
Fax
310-268-0776

Ontario

3633 Inland Empire Blvd Suite 280 Ontario, CA 91764
Phone
909-426-0800

San Diego

1011 Camino del Rio South Suite 510 San Diego, CA 92108
Phone
619-260-5551

Irvine

1 Park Plaza Suite 720 Irvine, CA 92614
Phone
949-852-9119

Our Team

    JD Cokley

    Sales Director

    State Insurance Licenses
    CA
    Phone
    949-852-9119 ext. 244

    John Oliver

    Sales Director

    Louis Richards

    Recruiting Manager

    Jeff Clemons

    Managing Director

    Vito Roberto

    Sales Director

    • CLF®
    • LUTCF®

    Max Effatian

    Sales Director

Our History

Listening to our customers for more than 100 years

The key to our longevity is simple.

You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.

View Our Story
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