Jenny Lynn Olsonedwards

Acorns

40 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Acorns

Compensation

Fixed/Hourly

Firm Size

13 advisors

Number of Clients

7,767,132 clients

Average Client Portfolio

$1K average

Assets Under Management

$10.4B

Fee Structure

Financial Planning:Investment management only

Location

5300 California Avenue, Irvine, CA, 92617

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Acorns

June 2021 - Present · 4 yrs 8 mos

Acorns Securities, LLC

June 2021 - Present · 4 yrs 8 mos

Acorns Securities, LLCBroker

June 2021 - Present · 4 yrs 8 mos

Previous Registrations

Pfg Advisors

February 2019 - May 2021 · 2 yrs 3 mos

Securities America, INC.Broker

February 2019 - May 2021 · 2 yrs 3 mos

Ds Investments & Financial ServicesBroker

April 2017 - August 2017 · 4 mos

LPL Financial LLC

January 2005 - February 2019 · 14 yrs 1 mo

LPL Financial LLCBroker

November 2002 - February 2019 · 16 yrs 3 mos

Royal Alliance Associates, INC.Broker

May 2000 - August 2002 · 2 yrs 3 mos

Raymond James Financial Services, INC.Broker

May 1993 - December 1999 · 6 yrs 7 mos

Piper Jaffray INC.Broker

March 1989 - May 1993 · 4 yrs 2 mos

Painewebber IncorporatedBroker

September 1987 - November 1988 · 1 yr 2 mos

Financial Network Investment CorporationBroker

December 1983 - August 1987 · 3 yrs 8 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.