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Jeffrey Olsen

3 Years of Experience
Crofton, MD

Jeffrey Olsen is a registered investment advisor at Opr Investment Services, LLC, based in Crofton, MD, with 3 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2127 Espey Court, Suite 110, Crofton, MD, 21114

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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.

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Other Business Activities

Jeffrey is the 100% owner and president of Olsen & Associates, LLC, a CPA firm, since 1997. He dedicates more than full-time hours to overseeing operations, tax preparation and planning, management consulting, and other public accounting services.

Employment History
Current Registrations
Opr Investment Services, LLC
March 2022 - Present · 4 yrs 2 mos
State Registrations1 state
MD
Advisor

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.

Exams
No exam information available for this advisor.