Jenny Olsonedwards is a registered investment advisor at Acorns, based in Los Angeles, CA, with 41 years of industry experience. Jenny is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Novice Investors, Retirement Planning, Socially Responsible Investing. Their firm serves 8,158,329 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Acorns Advisers, LLC charges a monthly subscription fee that includes both the advisory fee and program access. The subscription tiers are:
- Bronze Plan — $3 to $4 per month, including a $0.10 advisory fee
- Silver Plan — $6 to $8 per month, including a $0.10 advisory fee
- Gold Plan — $12 per month, including a $0.10 advisory fee and program features
Location
Los Angeles, CA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Acorns Securities, LLCBroker
Acorns Securities, LLC
Acorns
Previous Registrations
Pfg Advisors
Securities America, INC.Broker
Ds Investments & Financial ServicesBroker
LPL Financial LLC
LPL Financial LLCBroker
Royal Alliance Associates, INC.Broker
Raymond James Financial Services, INC.Broker
Piper Jaffray INC.Broker
Painewebber IncorporatedBroker
Financial Network Investment CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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