Jeffrey Olsen is a registered investment advisor at Kovack Advisors, INC., based in Newport Beach, CA, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
3991 MacArthur Blvd, Suite 215, Newport Beach, CA, 92660
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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.
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Jeffrey operates as a financial advisor under Integrity Wealth Management, dedicating all of his time to this activity. He is also a minority owner of Pacific Financial Group, spending minimal time on this role.
Employment History
Current Registrations
Kovack Advisors, INC.
Previous Registrations
Protools
The Pacific Financial Group, INC.
Pacific Financial Group, LLC
John Hancock Distributors LLC
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.