Jeffrey Olsen
Jeffrey Olsen is a registered investment advisor at Raymond James & Associates, INC., based in Roseville, CA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1410 Rocky Ridge Drive, Suite 100, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a director for Beatty Corp, a family-held corporation, since 2023. He attends one meeting per year to review royalties, income, expenses, and contract requests, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Adp Broker-Dealer, INC.Broker
Sigma Financial CorporationBroker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations29 states
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